IFA Administrator / Client Support

Westerham, Kent

Full-time | Permanent | Office-based

£26,000 - £34,000 DOE

We are supporting a well-established and growing financial planning firm in Westerham who are looking to recruit an IFA Administrator / Client Support to join their busy support team.

This is an excellent opportunity for someone with 1+ year of IFA administration experience, or a graduate with relevant IFA exposure or internship experience, who is keen to develop within financial services and progress long-term.

The Role

As a Client Support Administrator, you will provide high-quality administrative support to Financial Advisers, ensuring clients receive an exceptional and well-organised service throughout the advice process.

You’ll work closely with advisers, colleagues and third parties, supporting new business, reviews, and ongoing client servicing.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers
• Manage client appointments, diaries, and meeting preparation
• Prepare client packs and paperwork before and after meetings
• Request valuations and policy information from providers and third parties
• Liaise with internal teams to ensure timely receipt of information
• Maintain and update client records and financial plans using Intelligent Office (IO) and PFP
• Support portfolio reviews, new business submissions and post-sale administration
• Ensure all documentation meets compliance requirements
• Track adviser progress and identify areas where additional support is needed
• Maintain accurate client lists and records
• Build effective relationships with product providers and stakeholders
• Prioritise workload effectively and manage multiple tasks at once
• Commit to ongoing learning and development

What They’re Looking For

Essential:

• Around 1+ year experience in an IFA or financial services administration role
• Strong organisation, attention to detail and time-management skills
• Confident telephone manner and clear written communication
• Ability to work under pressure and meet deadlines
• Proactive, engaged and team-focused attitude

Desirable (but not essential):

• Experience using Intelligent Office
• Degree or internship exposure within an IFA / wealth management firm
• Strong understanding of basic financial products and planning concepts

Graduates with relevant IFA internships or placements will also be considered for entry-level roles.

Salary & Progression

• £26,000 – £34,000, depending on experience and level
• Entry-level Client Support with progression into Executive Client Support
• Clear internal development pathway, including potential progression into a trainee adviser route
• Salary reviews and potential increases post-probation

Working Pattern

• Fully office-based during probation
• After 6 months: up to 2 days working from home per month, subject to approval and business needs

Benefits

• Holiday starting at 22 days, increasing with service (up to 26 days)
• Pension: 6% employer / 3% employee
• Group income protection
• Enhanced sick pay scheme
• Life insurance (4x salary)
• Employee Assistance Programme
• Cycle to Work scheme
• Loyalty holiday scheme
• One volunteering day
• Free on-site parking
• Payroll giving scheme
• Access to a Financial Adviser
• Discounts at sister companies

Interview Process

• Stage 1: Short Teams screening
• Online English & maths assessment
• Stage 2: Interview with Operations Director (Teams or on-site)

Apply Now

If you’re an IFA Administrator or Client Support professional looking to join a supportive firm with genuine progression opportunities, we’d love to hear from you.

Apply now for confidential consideration.