IFA Administrator — Hybrid Wealth Mgmt Support & Study

Premier Jobs UK Ltd; Warrington; Hybrid; GBP 22,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

25 days holiday

Pension scheme

Exam reimbursement

Long-term progression

Job summary

Premier Jobs UK Ltd is seeking an IFA Administrator based in Covent Garden, London, offering a base salary of up to £36,000 with flexible progression. The role centers on central administrative and client liaison support within a boutique wealth management practice.

You will manage Letters of Authority, liaise with product providers, maintain CRM records, and prepare valuation statements for client reviews, with hybrid working (3 days in office, 2 remote).

Qualifications

• Proven administration experience within a financial services or wealth management environment (essential).
• Strong experience communicating directly with financial product providers and platforms (essential).
• Professional communication skills with a confident approach to client liaison (essential).
• Industry qualifications or active study toward financial planning diplomas (desirable).
• Proficiency in standard back-office software and Microsoft Office applications (essential).

Responsibilities

• Processing Letters of Authority and submitting new business applications to product platforms.
• Chasing pension, investment, and life assurance providers to resolve case delays proactively.
• Acting as a main liaison point for client queries, updates, and documentation.
• Maintaining back-office CRM systems, client records, and core compliance files.
• Producing accurate valuation statements and preparing paperwork ahead of client review meetings.

Skills

Admin experience

Client liaison

Communication skills

Office software

Microsoft Office

Financial services knowledge

Industry study toward diplomas

Education

Financial planning diplomas (desirable)

Tools

Product/ provider platforms

Job description

Premier Jobs UK Ltd is seeking an IFA Administrator based in Covent Garden, London, offering a base salary of up to £36,000 with flexible progression. The role centers on central administrative and client liaison support within a boutique wealth management practice.

You will manage Letters of Authority, liaise with product providers, maintain CRM records, and prepare valuation statements for client reviews, with hybrid working (3 days in office, 2 remote).