IFA Client Services Executive

Location: Manchester City Centre (Office-Based)

Salary: £28,500 - £30,000

Contract: Full-Time, Permanent

Are you an experienced financial services administrator looking to take the next step in your career? This is an excellent opportunity to join a forward-thinking financial services firm, providing high-quality client servicing and adviser support within a collaborative and supportive team.

Initially office-based in Manchester City Centre, there may be potential for hybrid working in the future.

The Role

As a Client Services Executive, you will play a key role in delivering an exceptional client experience while supporting Financial Advisers with client reviews, new business processing, and technical administration.

This is a varied position offering broader responsibility across client servicing, with opportunities to develop your technical knowledge and contribute to the efficiency and success of the wider team.

Key Responsibilities

• Prepare and issue annual review packs, including valuations, performance data, drawdown summaries, income sustainability and charges disclosures
• Produce ad hoc valuation reports and manage client review documentation
• Issue Investment Risk Questionnaires and Fact Finds, updating internal systems and communicating changes to Advisers
• Complete quarterly managed portfolio rebalances and follow-up checks
• Carry out Anti-Money Laundering (AML) checks using Smartsearch
• Process client servicing requests, including changes of address, death claims, surrenders and withdrawals
• Maintain accurate client records, notes and task diaries
• Calculate client fees and issue Client Agreements via post or DocuSign
• Liaise with employers regarding staff data and support Group Risk policy servicing and renewals
• Prepare annual review packs for Group Pension Plan members
• Process new business applications across multiple platforms
• Obtain provider information, letters of authority, quotations and illustrations
• Handle fund switches, regular contributions and investment withdrawals
• Draft execution-only letters and support other Client Services team members
• Answer incoming calls, manage client queries and provide general office support
• Work collaboratively across teams to maintain high service standards and meet deadlines

About You

• Previous experience in financial services administration or support, ideally with at least 2 years’ experience within an IFA practice
• Strong knowledge of pensions, investments and protection products
• Excellent attention to detail and organisational skills
• Confident communication and interpersonal skills
• Familiarity with platforms such as AJ Bell, Aviva, Standard Life, Aberdeen Wrap or Transact
• Proficient in Microsoft Word and Excel
• Punctual, reliable and eager to learn
• Adaptable, solutions-focused and able to prioritise workloads effectively
• Ideally working towards the Level 4 Diploma in Regulated Financial Planning

What’s on Offer?

• Salary of £28,500 - £30,000, depending on experience
• 8% employer pension contribution after 3 months
• Death in Service cover of 3x basic salary after 3 months
• Critical Illness cover of 1x salary after 12 months
• Income Protection covering 75% of pre-disability salary after 12 months
• 25 days’ annual leave, plus 3 days between Christmas and New Year and bank holidays
• Support towards financial services qualifications
• Exam bonuses of up to £100 per exam passed
• Opportunity to develop your technical knowledge and progress your career
• Supportive and collaborative working environment
• Potential for hybrid working in the future

Why Apply?

This is a fantastic opportunity to join a growing financial services team where your contribution will be valued. You’ll gain exposure to a broad range of client servicing and technical responsibilities while developing your career in a supportive environment.

If you’re an organised and motivated financial services professional looking for your next opportunity, we’d love to hear from you.

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.