Senior IFA Administrator

London Financial Consultants Ltd; Hitchin; On-site; GBP 30,000 - 38,000; Full time

Job summary

London Financial Consultants Ltd is seeking an experienced Senior IFA Administrator to support day-to-day administration and client servicing. You will work with advisers, paraplanners, clients and providers, taking ownership of cases and ensuring timely, accurate completion.

The role requires a proactive approach, strong organisation, and excellent communication. You will help manage client records, annual reviews, and ongoing servicing while aligning with regulatory requirements and firm

Qualifications

• Experience in IFA/wealth management/financial services environment.
• Strong knowledge of IFA administration and client journey.
• Excellent organisational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Excellent communication and relationship-building skills.

Responsibilities

• Provide administrative support to financial advisers and Head of Operations.
• Manage and progress client cases from instruction through to completion.
• Process new business including investments, pensions and ISAs.
• Liaise with clients, advisers, providers and platforms by phone and email.
• Coordinate annual reviews and ongoing client servicing.
• Monitor outstanding requirements and proactively chase clients and providers.
• Maintain accurate client records and CRM systems.
• Prepare client correspondence and meeting documentation.
• Support the Head of Operations with internal processes and projects.
• Ensure all administration is completed accurately and in line with firm procedures and regulatory requirements.
• Identify opportunities to improve processes and efficiency.

Skills

IFA administration

Wealth management

CRM systems

Microsoft Office

Attention to detail

Organisation

Client communication

Ownership of tasks

Tools

CRM systems

Microsoft Office

Job description

We are looking for an experienced and proactive Senior IFA Administrator to join our growing independent financial advice firm.

Working closely with the Head of Operations, you will support the smooth running of the firm's day-to-day administration and client servicing. You will work closely with advisers, paraplanners, clients and providers, taking ownership of cases and ensuring work is completed accurately and within agreed timescales.

Key Responsibilities

• Provide administrative support to financial advisers and the Head of Operations.
• Manage and progress client cases from instruction through to completion.
• Process new business, including investments, pensions and ISAs.
• Liaise with clients, advisers, providers and platforms by telephone and email.
• Coordinate annual reviews and ongoing client servicing.
• Monitor outstanding requirements and proactively chase clients and providers.
• Maintain accurate client records and CRM systems.
• Prepare client correspondence and meeting documentation.
• Support the Head of Operations with internal processes and operational projects.
• Ensure all administration is completed accurately and in line with firm procedures and regulatory requirements.
• Identify opportunities to improve processes and efficiency.

About You

The ideal candidate will have:

• Previous experience within an IFA, wealth management or financial services environment.
• Strong knowledge of IFA administration and the client journey.
• Excellent organisational skills and attention to detail.
• The ability to manage multiple priorities and meet deadlines.
• Excellent communication and relationship-building skills.
• A proactive approach and the ability to take ownership of tasks.
• Confidence dealing with clients, advisers and external providers.
• Good knowledge of Microsoft Office and CRM systems.
• A professional, reliable and client-focused approach.

What We Offer

An excellent opportunity to join a growing independent financial advice firm, working closely with the Head of Operations and gaining broad exposure to financial planning, client servicing and business operations.