Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000

Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?

About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.

About the role

  • Use appropriate systems and processes to submit new business to providers
  • Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
  • Prepare application forms and other documents for client signing or approval
  • Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
  • Produce accurate client portfolio valuations and statements using Intelligent Office
  • Complete and assist with trades and portfolio rebalancing, as required
  • Assist with cash management control on client accounts (bonds, SIPPs, etc)
  • Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
  • Ensure all client information (including meeting notes) is accurately maintained on internal
  • You will be working in London 1-2 days per week (more in the initial training phase)

Experience and Qualifications
The successful candidate will have:

  • 5+ years’ experience in an IFA administration role
  • Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
  • Demonstrable experience of delivering client service at the highest level
  • Experience of using Transact, iO or equivalent system to perform an administrative role
  • Excellent IT skills with a good working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail
  • Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
  • Relevant industry qualifications will be an advantage, but are by no means essential.