IFA Administrator — Elite Client Support in Wealth

Reed; Hosey Hill; On-site; GBP 23,000 - 30,000; Full time

Job summary

Reed in Sevenoaks is seeking an IFA Administrator to join its established client support team. You will support advisers in a regulated environment, ensuring documentation, applications and reviews are managed efficiently and accurately.

Working closely with senior professionals, you will deliver first-class service to clients while maintaining records and updating internal systems. This is a long-term career development opportunity in a growing professional services business.

Qualifications

• Experience within wealth management, financial services or a regulated environment.
• Strong administrative and organisational skills with attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Excellent communication and relationship-building abilities.

Responsibilities

• Supporting consultants with all aspects of client administration.
• Processing applications and monitoring cases through to completion.
• Preparing client documentation, reports and review packs.
• Managing client records and updating internal systems.
• Liaising with clients, third-party providers and external stakeholders.
• Assisting with onboarding and due diligence requirements.
• Handling client enquiries by phone, email and correspondence.
• Monitoring outstanding requirements and ensuring service standards are met.
• Maintaining accurate records in line with regulatory and company requirements.
• Supporting the wider team with administrative and operational tasks.

Skills

Administrative skills

Organisational skills

Communication

Attention to detail

Tools

CRM systems

Microsoft Office

Job description

Reed in Sevenoaks is seeking an IFA Administrator to join its established client support team. You will support advisers in a regulated environment, ensuring documentation, applications and reviews are managed efficiently and accurately.

Working closely with senior professionals, you will deliver first-class service to clients while maintaining records and updating internal systems. This is a long-term career development opportunity in a growing professional services business.