Senior IFA Administrator | Hybrid Wealth Admin with Impact

Tekk Fusion; Tinsley Green; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Hybrid working arrangement

Career development opportunities

Job summary

Tekk Fusion is seeking a Senior IFA Administrator to join our Gatwick-based team with hybrid working options. You will support Financial Advisers and Paraplanners, handling client servicing, new business administration and pension/investment processes.

The role focuses on delivering accurate, compliant administration and excellent client experience within a collaborative wealth management environment.

Qualifications

• Experience as an IFA Administrator, Senior Administrator or Financial Planning Administrator.
• Strong knowledge of pensions, investments and financial planning administration.
• Advanced working knowledge of Intelligent Office (Intelliflo Office).
• Experience using provider platforms and processing new business.
• Excellent organisational and prioritisation skills.
• Strong attention to detail and commitment to accuracy.

Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Prepare documentation and gather information ahead of client meetings.
• Manage client enquiries and servicing requests through to resolution.
• Draft client correspondence and complete supporting documentation.
• Assist with onboarding new clients and maintaining accurate client records.
• Handle inbound telephone enquiries professionally and efficiently.
• Process new business applications and top-up investments across provider platforms.
• Support pension and investment administration activities.
• Manage Letters of Authority and liaise with providers to obtain client information.
• Process fund switches, withdrawals and ad hoc income requests.
• Produce fee expectations, invoices and related administration.
• Coordinate annual reviews and prepare client review packs.
• Arrange review meetings and track servicing activities.
• Maintain accurate records on back-office systems.
• Support advisers with report preparation and follow-up actions.
• Prioritise workloads to meet deadlines and service standards.
• Identify and elevate issues where appropriate.
• Assist with platform migrations and operational projects.
• Support and mentor junior administrative team members.
• Contribute to process improvements and best practice initiatives.
• Ensure compliance with regulatory requirements and data protection standards.

Skills

Experience as IFA Administrator

Organisational skills

Attention to detail

Professional communication

Tools

Intelligent Office (Intelliflo Office)

Job description

Tekk Fusion is seeking a Senior IFA Administrator to join our Gatwick-based team with hybrid working options. You will support Financial Advisers and Paraplanners, handling client servicing, new business administration and pension/investment processes.

The role focuses on delivering accurate, compliant administration and excellent client experience within a collaborative wealth management environment.