IFA Client Services Executive
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.