Senior IFA Administrator - London

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

Job summary

A leading company is seeking a Private Client IFA Administrator in London to support their team. The role involves utilizing Intelligent Office for data integrity and process development while interacting closely with various departments. Ideal candidates should have solid experience in financial services, particularly within IFA administration, and be detail-oriented.

Qualifications

• 2-3+ years’ experience in a relevant administration or operations role.
• 2-3+ years’ experience using Intelligent Office in an IFA administration role.
• Excellent written and visual presentation skills with high attention to detail.

Responsibilities

• Support the effective use of iO to ensure quality client service.
• Administration support across client-facing admin teams.
• Training documentation and delivery.

Skills

Attention to Detail

Data Management

Client Service

Education

CII Certificate level qualification

Tools

Intelligent Office

Microsoft Office

Job description

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ccbafb93b17e

Job Views:

5

Posted:

04.07.2025

Expiry Date:

18.08.2025

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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 currently 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

This new role will support the Central AdministrationTeam in ensuring the efficient and effective use of our back-office system, Intelligent Office (iO). It willinclude project work relating to data integrity, maintenance and development of admin processes, andtechnical support for client-facing admin teams in relation to the accurate use of the system. As part ofa long-term succession plan, the role does have the potential to develop into a more senior role over a2-3 year period.

Accountabilities:

Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the roleincludes, but is not limited to:

Supporting the effective use of iO to ensure the highest quality client service and role efficiency forclient-facing administrators

Administration support across client-facing admin teams

Training documentation and delivery

In addition, the role will encompass some of the following duties:

• Working with the Compliance Department to ensure that processes meet with theirrequirements
• Supporting the team with the provision of accurate MI reporting
• Providing support and liaison between the accounts department and admin teams.

Experience and Qualifications:

The successful candidate will have/be:

• 2-3+ years’ experience within the independent sector of the financial services industry, in arelevant administration or operations role
• 2-3+ years’ experience using Intelligent Office in an IFA administration role and a talent forworking with systems and managing data effectively (candidates lacking the necessary iOexperience will not be considered for the role)
• Excellent written and visual presentation skills with high attention to detail
• Excellent IT skills, being highly proficient in the use of Microsoft Office packages including atleast intermediate Excel knowledge
• Understanding of the needs of Financial Services teams and FCA rules and compliance
• A CII Certificate level qualification (and/or other relevant financial qualifications) will be anadvantage.