Ifa Administrator

IFA Administrator

Location: London

The Opportunity

We are currently recruiting for an experienced IFA Administrator to join a well-established and highly regarded Financial Planning firm in London.

This is an excellent opportunity for an organised and detail-oriented individual to support a team of Financial Advisers, providing comprehensive administrative assistance and helping to deliver an exceptional client experience.

Key Responsibilities

• Providing full administrative support to Financial Advisers and Paraplanners.


• Preparing client documentation, suitability packs, and meeting packs.


• Processing new business applications across pensions, investments, protection, and wealth management products.


• Managing client records and maintaining accurate information on internal systems.


• Liaising with providers, clients, and third parties to obtain policy and investment information.


• Monitoring business processing through to completion and ensuring service standards are met.


• Handling client queries efficiently and professionally.


• Supporting the team with ongoing servicing requirements and annual reviews.

To be successful in this role, you will have:

• Previous experience working within an IFA, Wealth Management, or Financial Planning environment.


• Strong understanding of financial services administration processes.


• Experience dealing with pensions, investments, and protection products.


• Excellent organisational skills and attention to detail.


• Strong communication and client service skills.


• Proficiency in Microsoft Office and CRM/back-office systems.


• The ability to manage multiple tasks and work to deadlines.

• Opportunity to join a reputable and growing financial planning business.


• Collaborative and supportive team environment.


• Exposure to a broad range of financial planning and wealth management services.


• Competitive salary and benefits package.


• Central London location with flexible working options available.

If you are an experienced IFA Administrator looking for your next opportunity within a professional and client-focused financial planning firm, we'd love to hear from you.

Apply today or contact us for a confidential discussion.

This listing is from Reed. View original listing ↗