IFA Administrator — Client Onboarding & Paraplanning

Fram Search; England; On-site; GBP 28,000 - 36,000; Full time

Job summary

A boutique financial planning firm in London is seeking an experienced IFA Administrator to provide support across client administration. The role involves preparing and submitting new business and liaising with product providers, making attention to detail essential. Ideal candidates will have experience in wealth management and strong communication skills. This opportunity is full-time and offers collaborative working within a high-performing team.

Qualifications

• Experience in an IFA or wealth management environment.
• Ability to work with back-office systems.
• Pride in delivering accurate, high-quality work.

Responsibilities

• Support two advisers across all aspects of client administration.
• Prepare and submit new business and maintain client records.
• Liaise with product providers and ensure smooth onboarding processes.

Skills

Communication skills

Organizational skills

Attention to detail

Tools

Intelliflo

FE Analytics

MoneyInfo

Job description

A boutique financial planning firm in London is seeking an experienced IFA Administrator to provide support across client administration. The role involves preparing and submitting new business and liaising with product providers, making attention to detail essential. Ideal candidates will have experience in wealth management and strong communication skills. This opportunity is full-time and offers collaborative working within a high-performing team.