Senior IFA Administrator

Senior IFA Administrator - Wealth Management

Location: North London

Salary: £30,000 - £45,000 per annum, depending on skills and experience

Job Type: Full-time, Permanent

Hours: Monday to Friday, 9:00am - 5:30pm

About the Role

An established Wealth Management and Independent Financial Adviser (IFA) practice is looking for an experienced Senior IFA Administrator to join its friendly and established team.

Working closely with Wealth Managers and Financial Planners, you will provide high-quality administrative and client support, helping to ensure the smooth running of the practice and the delivery of an excellent service to clients.

This is an ideal opportunity for an experienced IFA Administrator or Wealth Management Administrator who is highly organised, detail-oriented and confident managing their own workload in a busy, 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 supporting materials.
• Managing client requests, including fund movements and transfers.
• Supporting Wealth Managers and Financial Planners with the preparation of paperwork for client reviews.
• Arranging client review meetings and managing 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.
• Good 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 part of a team.
• A strong work ethic and 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.

You will work alongside experienced Wealth Managers and Financial Planners, taking ownership of a varied administrative workload and playing an important role in supporting both clients and the wider team.

Interested?

If this sounds like the right opportunity for you and you're interested in taking the next step, we'd love to hear from you.

Please get in touch to find out more about the role and discuss your experience.