Financial Divisions
Senior IFA Administrator (Client Services)
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Senior IFA Administrator – (Wealth Management experience essential)
Location: Central London – Hybrid working available (2 days in office)
Salary: Up to £40K and bonus/benefits (DOE)
Our client, a highly respected Chartered Wealth Management firm, is currently seeking a highly capable and proactive Senior IFA Administrator to support 1–3 Financial Advisers.
This is an opportunity to join a collaborative, forward-thinking team where client service and precision are at the heart of everything they do. You’ll play a vital role in ensuring a seamless client experience, managing day-to-day enquiries, coordinating planning tasks, and overseeing investment and administration processes.
Key Responsibilities:
- Act as a key point of contact for client and adviser queries—proactively supporting and triaging requests.
- Coordinate tasks across admin, paraplanning, and advisory teams including new business, LOAs, annual reviews, and charge data.
- Take ownership of Annual Review processes, including updating financial plans and cashflow modelling using VoyantGo.
- Assist with complex cost disclosures and ensure efficient completion of investment and pension contributions.
- Perform investment administration tasks such as fund apportioning, rebalancing, approving fees, and managing quarterly reporting.
- Support future diary management initiatives for advisers and associated client schedules.
- Manage digital paperwork via DocuSign, check documentation, and collaborate with the Central Admin unit to resolve unallocated fees.
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About You:
- Professional, punctual, and well-presented, with excellent communication skills.
- A minimum of 2–3 years' experience in Financial Services Administration or Sales Support, essentially within Financial Planning/Wealth Management.
- Progressing toward the Diploma in Regulated Financial Planning, ideally with one or two modules already completed.
- Technologically proficient, with strong knowledge of Microsoft Office, particularly Word, Excel, and Outlook.
- Familiarity with Intelligent Office and exposure to financial planning tools such as Analytics Portfolio Builder and cashflow systems (desirable but not essential).
- Comfortable in a fast-paced, evolving role and keen to take ownership of varied responsibilities as the team continues to grow.
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Why Join?
This role offers an excellent opportunity for someone who thrives on variety, enjoys supporting a team of high-performing advisers, and is looking to build a long-term career within a reputable wealth management environment. You’ll be part of a supportive team that values initiative, personal development, and high-quality client service.
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