Private Client (IFA) Administrator

Blakemore Recruitment; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A boutique wealth planning firm in London is seeking a Private Client IFA Administrator. The role involves providing administrative support to client-facing teams and requires 2-3+ years of relevant experience. Candidates should be proficient in Intelligent Office and have strong communication skills. This position offers the opportunity for staff training and integration during new adviser onboarding.

Qualifications

• 2-3+ years’ experience in a relevant admin role within the financial services sector.
• 2-3+ years’ experience with iO in an IFA admin role.
• Knowledge of pensions, investments, protection, and underwriting.

Responsibilities

• Support client-facing admin teams with ad-hoc tasks.
• Maintain client data accurately on iO and Volume.
• Assist with training and development of new admins.

Skills

Experience in financial services administration

Proficiency in Intelligent Office (iO)

Excellent communication skills

Attention to detail

Proficiency in Microsoft Office

Tools

Intelligent Office (iO)

Microsoft Excel

Job description

Social network you want to login/join with:

Private Client (IFA) Administrator, London

col-narrow-left

Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

167c9993ce1f

Job Views:

11

Posted:

01.08.2025

Expiry Date:

15.09.2025

col-wide

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 strong understanding of Intelligent Office (iO) as a back-office system. The role involves supporting the integration of new teams and training new staff.

Accountabilities

• Supporting client-facing admin teams with ad-hoc tasks
• Supporting transition and integration during acquisitions or new adviser onboarding
• Processing new business and ensuring application completeness
• Maintaining client data accurately on iO and Volume
• Preparing documentation for client meetings and using electronic signing tools
• Ensuring client agreements are signed and records are updated
• Managing follow-up tasks and monitoring client portfolios
• Producing valuations and assisting with trades
• Closing plans and managing income entries

Assist with training and development of new admins, including system training, acting as a buddy, and maintaining training documentation. Also involved in data auditing and system improvement projects.

Experience and Qualifications

The successful candidate will have:

• 2-3+ years’ experience in a relevant admin role within the financial services sector
• 2-3+ years’ experience with iO in an IFA admin role
• Knowledge of pensions, investments, protection, and underwriting
• Experience delivering high-level client service
• Excellent communication 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.