About Butler Toll
Established in 1990, Butler Toll is an independent financial consultancy, directly regulated and authorised by the Financial Conduct Authority to carry out investment business in the UK.
We specialise in providing strategic financial advice and wealth management services for private investors, business owners and senior executives throughout the UK.
We have an exciting opportunity for an experienced IFA Administrator / Client Support Administrator looking for a new challenge.
This is a client-facing support role suited to someone who is highly organised, numerate, and confident communicating directly with clients and providers, with solid working knowledge of back-office systems and platforms.
What we offer:
- A supportive, close-knit team environment
- 25 days holiday with additional time off between Christmas and the New Year.
- Pension Scheme with 5% Employers Contribution.
- Death in Service benefit and PMI with Bupa.
- Free Parking at Offices
- Study support and career development opportunities within financial services.
- Competitive salary, dependent on experience.
As an IFA Administrator you will work alongside an aligned planner and be responsible for the same bank of clients. You will be;
- Working closely with financial planners and client banks
- Responding to email enquiries and liaising directly with clients on a daily basis
- Processing new business applications, tracking to completion
- Working on general client servicing queries & requirements
- Setting up new clients on internal systems and external platforms
- Preparing/sending documentation for clients appointments and meetings, including the production of annual planning meeting packs.
- Dealing with internal/client/third party queries efficiently
- Follow processes to ensure risk is kept to a minimum
- Assist in managing the annual review process
- Liaising with advisers, outsourced paraplanning partners, directors and third parties to ensure a smooth and compliant client process
- First point of contact for the office – answering the office calls,
- Client meeting preparation - greeting visitors to the office, preparing refreshments
- Dealing with the incoming and outgoing post
- Printing, copying, scanning, emailing, posting, faxing and binding relevant documents, saving emails/documents to the back office system
- Maintaining accurate client records at all times
- Providing support with various ad-hoc business projects
- Liaising with policy providers for policy details and obtaining policy illustrations.
- Ensuring all data entry is completed accurately and within specified timelines.
Prior Experience / Knowledge:
- Minimum 2 years previous experience in a client support or administration role within an IFA, wealth management or platform environment.
- Strong working knowledge of Intelligent Office (iO) or a comparable back-office/CRM system.
- Practical experience using investment platforms, ideally Transact, Quilter and/or Wealthtime.
- Good understanding of the new business and servicing lifecycle for pensions, investments and protection.
- Familiarity with FCA regulatory requirements relevant to an administrative role in a regulated firm.
Behaviours and competencies:
- Excellent verbal and written communication skills, with a confident, professional manner when engaging directly with clients.
- Highly numerate, comfortable working with figures, valuations and financial documentation with a high level of accuracy.
- Strong organisational skills with the ability to manage a busy, varied workload and prioritise effectively.
- A proactive, flexible approach — happy to support one planner as a priority while pitching in elsewhere when the team needs it.
- A strong work ethic, reliability and a genuine commitment to delivering excellent client outcomes.
- High attention to detail and a methodical approach to processes and record-keeping.
- A collaborative team player who is comfortable working independently and using initiative.
Job Type: Full-time
Pay: £26,000.00-£32,000.00 per year
Benefits:
- Additional leave
- Company pension
- Free parking
Work Location: In person
