Senior IFA Administrator

Location: London
Salary: £30,000 - £45,000

A well-established Wealth Management and Independent Financial Adviser (IFA) practice is seeking an experienced Senior IFA Administrator to join its established team.

The successful candidate will work closely with Wealth Managers and Financial Planners, providing high-quality administrative and client support to ensure the smooth running of the practice and the delivery of an excellent service to clients.

The role would suit an experienced IFA Administrator or Wealth Management Administrator who is confident managing their own workload, has excellent attention to detail and enjoys working in a client-focused environment.

Key Responsibilities

• Managing client correspondence, including emails and telephone enquiries, and directing queries to the appropriate Wealth Manager or Financial Planner.
• Supporting new business processing, including new client onboarding and liaising with clients, providers and other relevant parties.
• Adding and maintaining accurate client information on back-office systems.
• Recording fees, payments and other relevant financial information on internal systems.
• Preparing and updating client packs, documentation and other supporting materials.
• Managing client requests, including fund movements, transfers and associated administration.
• Supporting Wealth Managers and Financial Planners with the preparation of paperwork for client reviews.
• Arranging client review meetings and managing the associated follow-up administration.
• Diarising and monitoring income payments, management fees and asset transfers.
• Producing client valuations and liaising with providers to obtain outstanding statements and resolve queries.
• Supporting and overseeing client-related systems and processes to ensure an efficient, end-to-end service.
• Assisting with general office administration and day-to-day office management.
• Providing guidance and support to junior members of the administration team.

About You

The ideal candidate will have:

• A minimum of 5 years' financial administration experience, ideally within an IFA, Wealth Management or Financial Planning environment.
• Strong knowledge of financial services administration and client processes.
• Excellent working knowledge of Microsoft Office, particularly Outlook and Excel.
• Excellent written and verbal communication skills.
• Strong attention to detail and a high level of accuracy.
• Confidence working with numbers and financial information.
• Excellent organisational and time-management skills.
• The ability to prioritise and manage a changing workload.
• A professional, personable and client-focused approach.
• The ability to work independently as well as collaboratively within a team.
• A strong work ethic and a proactive approach to problem-solving.

The Opportunity

This is an excellent opportunity for an experienced Senior IFA Administrator to join a professional and established Wealth Management practice, working alongside experienced Wealth Managers and Financial Planners.

The role offers the opportunity to take ownership of a varied administrative workload, build strong relationships with clients and providers, and play an important role in supporting the wider Wealth Management team.

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