Experienced IFA Administrator - London, Hybrid - Up to £35k + study support

ZipRecruiter; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial advisory firm is seeking an experienced IFA Administrator to support their team in London. The role involves managing client records, ensuring compliance, and providing administrative support to financial advisers. This is an opportunity to advance your career in a professional setting with competitive compensation.

Benefits

Career development opportunities

Competitive salary and benefits package

Supportive and professional work environment

Qualifications

• Proven experience in an IFA Administration role.
• Strong understanding of financial products and compliance.
• Excellent communication and organizational skills.

Responsibilities

• Providing administrative support to financial advisers.
• Managing client records and processing documentation.
• Liaising with providers for policy administration.

Skills

Attention to Detail

Communication

Organizational Skills

Tools

CRM Systems

Provider Platforms

Job description

Job Description

Join a Leading Financial Advisory Firm

Are you an experienced IFA Administrator looking to take the next step in your career? We are working with a prestigious and growing Financial Advisory firm seeking a skilled professional to support their dynamic team.

About the Role:

As an IFA Administrator, you will play a crucial role in ensuring seamless client service and efficient office operations. You will be responsible for:

• Providing administrative support to financial advisers and paraplanners
• Managing client records and processing financial documentation
• Liaising with providers to ensure accurate policy administration
• Onboarding new clients
• Preparing meeting reports, handling queries, and ensuring compliance with industry regulations

What We're Looking For:

? Proven experience in an IFA Administration role? Strong understanding of financial products, regulations, and compliance requirements? Excellent communication and organisational skills? Proficiency in CRM systems and provider platforms

Why Join?

? Supportive and professional work environment? Career development opportunities? Competitive salary and benefits package

If you are a detail-oriented, proactive individual with a passion for financial services, we'd love to hear from you! Apply now to become an integral part of our team.

?? To apply, send your CV to Ursula at Financial Divisions