IFA Administrator (Client Services Support) - London

Artemis Recruitment Consultants; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading company in London is seeking an IFA Administrator to provide crucial support to their financial team. You will be responsible for administration tasks, including preparing meeting packs and maintaining client records. Ideal candidates should have experience in financial services, outstanding organisational skills, and proficiency in IT tools including Office 365. The role operates on a hybrid basis, offering flexibility for work from home.

Qualifications

• Experience in financial services preferred.
• Understanding of financial products advantageous.
• Excellent organisational and administration skills.

Responsibilities

• Preparing first meeting packs and inputting client details into systems.
• Updating systems continually with changes and progress on cases.
• Conducting weekly strategy meetings with the adviser.

Skills

Organisational skills

Attention to detail

Client service

Problem-solving

Adaptability

Proficiency in IT packages

Education

Good GCSE or A-Level results

Tools

Office 365

Intelligent Office (IO)

Financial Express (FE)

Truth

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

Job Views:

3

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

IFA Administrator (Client Services Support) - London

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.

Responsibilities:

• Preparing first meeting packs - as and when required
• Inputting fact find details into our back office system – Intelligent Office (IO)
• Set up clients on IO
• Input case onto IO
• Input initial fee (commission) onto IO
• Input expectation of future income onto IO
• Obtain illustrations (Exchange or other methods)
• Obtain KFds or KIIds
• Input ATR Questionnaire into Financial Express (FE) - EValue
• Print ATR Report outcome via FE
• Input Lifetime cash forecasting information into via Truth (where relevant)
• Prepare suitability letters for Adviser sign off (using templates or software)
• Pass prepared case to Compliance (using checklist)
• On-Line Processing (where relevant)
• Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
• Chasing business
• Weekly planning / strategy meeting with Adviser

PERSON SPECIFICATION

• Experience of working within financial services preferable.
• Understanding of financial products will be an advantage.
• Good GCSE or A-Level result and proficient at all IT packages.
• Excellent organisational and administration skills, who demonstrates good attention to detail.
• Ability to proactively use initiative to problem solve and anticipate next steps.
• A driven individual with a focus on client service and contributing towards a high-performance culture.
• Adaptable to change management plans and advocate to business initiatives.
• IT technically proficient including Office 365.
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
  

OFFICE LOCATION

Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.