IFA ADMINISTRATOR - FARNBOROUGH

We are seeking an organised and customer-focused Service Administrator to join a busy financial services team, providing essential administrative and client servicing support to financial advisers and their clients.

This is an excellent opportunity for someone with administration and customer service experience who enjoys working in a professional, client-focused environment. Financial services experience is essential, ideally within a life and pensions setting.

You will play a key role in ensuring client requests are processed accurately and efficiently, maintaining compliant records and helping deliver a high standard of service throughout the client journey.

Key Responsibilities:

• Provide day-to-day administrative and client servicing support to financial advisers and colleagues.
• Process client servicing requests accurately and within agreed timescales.
• Maintain accurate client records and update internal back-office systems.
• Ensure client files and documentation are complete, compliant and stored correctly.
• Prepare client valuations ahead of annual reviews.
• Liaise with clients, advisers and third-party providers to obtain policy information and resolve queries.
• Manage telephone enquiries professionally, building positive relationships with clients and external contacts.
• Raise invoices for additional services where required.
• Monitor workloads and deadlines to ensure service standards and client expectations are met.
• Work closely with advisers, paraplanners and compliance colleagues to support the end-to-end client journey.
• Assist with team projects and provide support to colleagues during busy periods.
• Follow internal procedures and compliance requirements, escalating issues where appropriate.

About You:
The successful candidate will be organised, detail-oriented and confident communicating with clients and colleagues. You will be comfortable managing competing priorities while maintaining accuracy and delivering excellent customer service.

Essential Skills and Experience:

• Previous administration and customer service experience.
• Financial services experience, ideally within a life and pensions environment.
• Strong organisational and time management skills.
• Excellent attention to detail and accurate data entry skills.
• Good record-keeping and document management abilities.
• Strong communication skills and a professional telephone manner.
• Proficiency in Microsoft Word and Excel.
• A proactive approach to problem-solving and managing workloads.
• The ability to work effectively as part of a team.

Desirable: Previous telephone-based customer service experience and relevant financial services qualifications, or a willingness to study towards them.

What’s on Offer?

• The opportunity to develop your career within financial services.
• Training on internal systems, workflows and business processes.
• A supportive team environment.
• The opportunity to build valuable experience in client servicing and financial planning administration.

Apply Now
If you have financial services administration experience and are looking for your next opportunity, we would love to hear from you. Apply today to find out more.