https://jobs.co.uk/job/ifa-administrator-reed--cd66bc67-6cbf-4796-b881-fb98e5600f62 RSS feed for Ifa Administrator at Reed. en-gb Fri, 12 Jun 2026 21:03:00 GMT https://jobs.co.uk/job/ifa-administrator-reed--cd66bc67-6cbf-4796-b881-fb98e5600f62 https://jobs.co.uk/job/ifa-administrator-reed--cd66bc67-6cbf-4796-b881-fb98e5600f62 Fri, 12 Jun 2026 11:52:51 GMT Location: Taunton | Salary: 28000.00-28000.00 Annual | Type: Permanent | Client AdministratorLocation: TauntonSalary: Up to £32,000 + BenefitsAn exciting opportunity has arisen for an experienced Client Administrator to join a growing and professional financial planning firm in Taunton. This role offers the chance to work closely with Financial Planners, providing first-class administrative support and helping to deliver an exceptional client experience.This position would suit an organised and detail-oriented individual with experience within financial planning, wealth management, or financial services who is looking to develop their career within a supportive and professional environment.Key ResponsibilitiesAct as a key point of contact for clients, handling enquiries and delivering excellent customer service.Support the onboarding of new clients, including the collection and processing of Anti-Money Laundering (AML) documentation.Prepare client review packs, valuation reports, and portfolio information for adviser meetings.Maintain accurate client records and update internal back-office systems.Liaise with providers regarding pensions, investments, ISAs, bonds, transfers, and policy servicing.Assist advisers with diary management, appointment schedul... Permanent