Job Description
IFA Administrator
Location: Alton
Contract Type: Full-time
Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We’re recruiting a Client Services Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.
About the Role
As a Client Services Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you’ll be a critical part of ensuring clients receive a seamless, positive experience.
This is an excellent opportunity for someone looking to build or develop a career within financial services administration.
Key Responsibilities