Private Client (IFA) Administrator

TN United Kingdom; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in London seeks a Private Client IFA Administrator to support their Central Administration Team. The role involves providing administrative support, managing client data, and assisting in team integration. Ideal candidates will have experience in IFA administration and a strong understanding of Intelligent Office. Excellent communication skills and attention to detail are essential.

Qualifications

• 2-3+ years’ experience in IFA administration.
• Technical knowledge of pensions, investments, and underwriting.

Responsibilities

• Provide administration support across client-facing teams.
• Assist in the transition and integration of new teams.
• Manage follow-up tasks and record them accurately.

Skills

Client Service

Communication

Attention to Detail

Education

Relevant Industry Qualifications

Tools

Intelligent Office

Microsoft Office

DocuSign

Job description

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Private Client (IFA) Administrator, London

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

167c9993ce1f

Job Views:

2

Posted:

15.05.2025

Expiry Date:

29.06.2025

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Job Description:

We are currently recruiting for a boutique wealth planner, asset manager, and employee benefits specialist based in London. They are looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.

Purpose of Role

Reporting to the Group Administration Manager, this role will support the Central Administration Team in providing administrative and technical support to client-facing teams. The candidate should be experienced in IFA administration with a good understanding of Intelligent Office (iO). The role involves providing cover for the administration staff, supporting integration of new teams, and training new staff.

Accountabilities

• Provide administration support across client-facing teams
• Support team coverage during absences and workload increases
• Assist in the transition and integration of new teams or acquisitions
• Process and submit new business applications
• Maintain accurate client data on iO and Volume
• Prepare documentation for client meetings and use electronic signing tools like DocuSign
• Ensure client agreements are signed and stored properly
• Manage follow-up tasks and record them accurately
• Produce client valuations and statements, assist with trades and rebalancing
• Close plans on iO and manage income entries

Assist with training and development of new administrators, providing system training, acting as a buddy, and helping prepare training materials. Also, perform data audits and projects to improve data quality and system efficiency.

Experience and Qualifications

The successful candidate should have:

• 2-3+ years’ experience in a relevant administration role within the independent financial services sector
• 2-3+ years’ experience using iO in an IFA administration role
• Technical knowledge of pensions, investments, protection, and underwriting
• Experience delivering high-level client service
• Excellent communication skills and attention to detail
• Proficiency in Microsoft Office, especially Excel
• Understanding of FCA rules and compliance
• Relevant industry qualifications are a plus but not essential.