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IFA Administrator - GirtonBlakemore Recruitment • Girton, GB
IFA Administrator - Girton

IFA Administrator - Girton

Blakemore Recruitment • Girton, GB
30+ days ago
Salary
£25,000.00 yearly
Job type
  • Full-time
Job description

IFA Administrator

Girton, Cambridge | Full-time | £25,000 – £30,000 (DOE) + Benefits

We are currently partnering with a highly regarded financial planning firm to recruit a Client Experience Executive(Financial Planning Administrator) to join their growing team in Girton, Cambridge.

This is a fantastic opportunity for an organised and proactive individual—ideally with prior experience in financial services administration—who is passionate about delivering an exceptional client journey.

The Role

As a Client Experience Executive, you will play a key role in supporting Financial Planners, Directors, and Client Relationship Managers while ensuring a seamless and professional experience for clients.

Your responsibilities will include:

  • Managing and executing client instructions ( new business, withdrawals) within agreed SLAs
  • Maintaining and updating client records using systems such as Intelliflo, Smartsheet, and Figaro
  • Preparing documentation including valuations, meeting packs, fee requests, and invoices
  • Coordinating client meetings, managing diaries, and supporting advisers
  • Acting as a first point of contact for client enquiries via phone, email, and in person
  • Processing incoming and outgoing post, including special deliveries and bulk mailings
  • Liaising with third-party providers to track business through to completion
  • Supporting the wider team and contributing to overall business efficiency

You will also take pride in ensuring meeting rooms are prepared to a high standard and that clients receive a warm, professional welcome when visiting the office.

About You

  • Previous experience in an administrative role within financial services (preferred)
  • Experience working in a fast-paced, deadline-driven environment
  • Strong organisational and planning skills with excellent attention to detail
  • Confident communicator with a professional and client-focused approach
  • Ability to manage a varied workload and prioritise effectively
  • Proficient in Microsoft Office (Word, Excel, Outlook)
  • Experience with back-office systems ( Intelliflo) is advantageous

Personal qualities:

  • Self-motivated and proactive
  • Positive, “can-do” attitude
  • Comfortable working under pressure
  • Strong sense of accountability and professionalism

Qualifications & Development

  • Willingness to complete CII R01 (Financial Services, Regulation & Ethics)
  • Support provided to progress towards the Level 4 Diploma in Financial Planning

Salary & Benefits

  • £25,000 – £30,000 basic salary (depending on experience, with some flexibility for strong candidates)
  • 23 days annual leave + 8 bank holidays (pro-rated from start date)
  • Holiday entitlement increases with service:
  • +1 day after 2 full holiday years
  • +1 additional day after 5 full holiday years
  • Full training and ongoing professional development

Working Arrangement

  • Office-based in Girton, Cambridge
  • First 6 months: 100% office-based to support training and development
  • Thereafter: flexible working in line with statutory requirements

Apply Now

If you are an experienced financial services administrator—or looking to build a long-term career within financial planning—and want to join a supportive, client-focused firm, we would love to hear from you.

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IFA Administrator - Girton • Girton, GB

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