About this role
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 meetingsLiaising with providers to obtain fund values, charges and other relevant informationEnsuring client and internal records remain accurate, complete and up to dateResponding to client and adviser queries professionally and efficientlyWorking closely with Financial Advisers, Paraplanners and senior managementBuilding strong relationships with clients and external providersMaintaining high standards of accuracy, confidentiality and attention to detailIdentifying opportunities to improve the client journey and increase the efficiency of the ongoing review processSupporting 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 planningA strong understanding of the client review and ongoing service processExcellent written and verbal communication skillsStrong organisational and time-management abilitiesThe ability to manage multiple priorities and take ownership of your workloadExcellent attention to detailA proactive and collaborative approach What's on Offer?
In return, you'll be joining a professional and supportive financial planning environment offering:
Up to £32,000Hybrid / flexible working opportunities after probationCompany pension22 days holiday, increasing with length of service. Closed over Christmas not taken out of annual leave (typically 4 days)Free parkingOngoing training and developmentOpportunities 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