Senior IFA Administrator - London

TN United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in wealth planning and asset management is seeking a Private Client IFA Administrator to enhance their Central Administration Team. This role is pivotal in ensuring the efficient use of the Intelligent Office system, supporting client-facing teams, and maintaining high-quality service standards. The ideal candidate will have a strong background in financial services administration, particularly with Intelligent Office, and will be poised for growth within the organization. Join a dynamic team where your contributions will directly impact client satisfaction and operational efficiency.

Qualifications

• 2-3 years experience in financial services administration.
• Strong system management skills with Intelligent Office.

Responsibilities

• Support the effective use of Intelligent Office for client service.
• Create training documentation and support compliance processes.

Skills

Intelligent Office

Microsoft Office

Written Communication

Visual Presentation

Attention to Detail

Education

CII Certificate

Relevant Financial Qualifications

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:

12

Posted:

29.04.2025

Expiry Date:

13.06.2025

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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

This role will support the Central Administration Team in ensuring the efficient use of Intelligent Office (iO). It involves project work related to data integrity, process maintenance, and technical support for client-facing admin teams. The role has potential to develop into a more senior position over 2-3 years as part of a succession plan.

Accountabilities:

Working with the Group Administration Manager and Data & Systems Coordinators, responsibilities include:

• Supporting effective use of iO to enhance client service and efficiency
• Providing administration support to client-facing teams
• Creating and delivering training documentation
• Collaborating with the Compliance Department to meet process requirements
• Supporting MI reporting
• Liaising between accounts and admin teams

Experience and Qualifications:

The successful candidate will have:

• 2-3+ years’ experience in financial services administration or operations within the independent sector
• 2-3+ years’ experience with Intelligent Office in an IFA administration role
• Strong presentation skills with high attention to detail
• Proficiency in Microsoft Office, especially Excel
• Knowledge of FCA rules and compliance
• A CII Certificate level qualification or similar financial qualification is advantageous