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IFA Administrator – London

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    Financial Services
    London, Hybrid home working


    My client is a very well established business in Financial Services growing out its Wealth Planning division.

    Looking for a candidate with IFA Administration experience to join their fun and exciting team.

    Job role:

    To support client facing Wealth Planners & Investment Managers by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

    Supporting Client Management & Administration:

    • Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
    • Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
    • Acting as a key contact point for all internal and external administrative queries
    • Provide email, diary administration & communication support including pre and post meeting preparation and actions
    • Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
    • Ensure all administration follows Wealth Managements regulatory and procedural processes
    • Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Values and Commitments as the business grows
    • Management of account opening and closure paperwork, and fee invoicing administration


    Please apply for more information.

    Salary £36,000 - £45,000

    Discretionary Bonus

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