Client Review Executive/Senior IFA Administrator

Client Review Executive/Senior IFA Administrator

Location: Lichfield, Staffordshire
Salary: Up to £32,000
Hours: Full-time, 37.5 hours per week
Contract: Permanent
Working pattern: Hybrid / flexible working available

An established and growing financial planning firm is looking for an experienced Client Review Executive to join its client review team.

Working closely with Financial Advisers and Paraplanners, you'll play an important role in ensuring clients receive a high-quality ongoing service. You'll be responsible for preparing accurate client review documentation, gathering information from providers and supporting the wider advice team throughout the review process.

This would suit someone with strong experience within an IFA or financial planning environment who understands the client review process and enjoys combining technical financial services knowledge with client service and administration.

The Role

Your responsibilities will include:

• Preparing high-quality client review packs ahead of adviser review meetings
• Liaising with providers to obtain fund values, charges and other relevant information
• Ensuring client and internal records remain accurate, complete and up to date
• Responding to client and adviser queries professionally and efficiently
• Working closely with Financial Advisers, Paraplanners and senior management
• Building strong relationships with clients and external providers
• Maintaining high standards of accuracy, confidentiality and attention to detail
• Identifying opportunities to improve the client journey and increase the efficiency of the ongoing review process
• Supporting best practice across the firm's ongoing client service proposition

About You

To be considered for this opportunity, you should have:

• At least 3 years' relevant experience, ideally working as a Client Review Executive or in a similar capacity within financial planning
• A strong understanding of the client review and ongoing service process
• Excellent written and verbal communication skills
• Strong organisational and time-management abilities
• The ability to manage multiple priorities and take ownership of your workload
• Excellent attention to detail
• A proactive and collaborative approach

What's on Offer?

In return, you'll be joining a professional and supportive financial planning environment offering:

• Up to £32,000
• Hybrid / flexible working opportunities after probation
• Company pension
• 22 days holiday, increasing with length of service. Closed over Christmas not taken out of annual leave (typically 4 days)
• Free parking
• Ongoing training and development
• Opportunities for career progression

Interested?

If you're an experienced financial services professional who understands the client review process and you're looking for a role where you can take ownership, contribute ideas and make a genuine impact on the client journey, apply today or get in touch for a confidential conversation.

Applications are being considered ahead of the current closing date of 30 October 2026, although the position may close earlier.

Synonyms

IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator