IFA Client Services Executive | Financial Planning

Moore Kingston Smith LLP; Greater London; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

Moore Kingston Smith LLP is seeking an IFA Administrator in London to support the Financial Planning team. The role offers permanent, full-time employment with a salary of £30,000–£36,000 per year and a focus on delivering an exceptional client experience.

Responsibilities include preparing meeting packs, processing new business, maintaining client records, and ensuring FCA compliance. Collaboration with advisers and back-office systems is essential to drive accurate documentation and timely

Qualifications

• Previous IFA administration experience is essential.
• Experience with new business processing and completing annual review packs.
• Experience with a range of financial products and providers.

Responsibilities

• Act as the primary point of contact for clients and advisers.
• Prepare documentation and meeting packs for appointments.
• Process new business applications across pensions, investments, protection and platforms.
• Maintain accurate client records and generate valuations and reports.
• Ensure FCA compliance and proper file documentation.
• Support compliance reviews and process improvements.

Skills

Communication skills

Organisational skills

Time management

Attention to detail

Customer focus

Tools

Microsoft Office

Job description

Moore Kingston Smith LLP is seeking an IFA Administrator in London to support the Financial Planning team. The role offers permanent, full-time employment with a salary of £30,000–£36,000 per year and a focus on delivering an exceptional client experience.

Responsibilities include preparing meeting packs, processing new business, maintaining client records, and ensuring FCA compliance. Collaboration with advisers and back-office systems is essential to drive accurate documentation and timely