Senior IFA Administrator

IFA Administrator - South East London, London

Ref: 1453Wednesday 21 February 2024

£35,000 - £45,000

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Are you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington.

You will be reporting directly to the Partner supporting 3 Advisers and working with another Administrator. The firm is directly authorised and provides a whole of market proposition that utilise technology to provide a truly independent Financial Planning service. The Partners are looking for someone who is happy building relationships with their clients and is interested in developing their career long-term with them as they are happy to support you with your exams. 

Salary for a Senior IFA Administrator: £35,000 - £45,000, holiday 25 days + Bank holiday.

This firm has 8 staff in total and are flexible with work patterns and offers hybrid work from home once probation is completed. 


Key Responsibilities:

  • Provide comprehensive administrative support to financial planners and advisers
  • Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
  • Prepare and process client applications, transactions, and paperwork accurately
  • Accurately undertake the implementation of all client advice and instructions 
  • Coordinate and schedule client appointments, meetings, and annual reviews
  • Prepare client annual review packs in accordance with the firm’s processes and procedures
  • Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties
  • Place trades via the firm’s chosen platforms accurately and in a timely manner
  • Analyse and provide data to advisers and clients 
  • Produce suitability letters in accordance with advisers’ instructions
  • Prepare and maintain reports, spreadsheets, and other documents


To be considered:

  • To be considered we require someone to have experience within an IFA / Wealth Management firm.
  • Experienced with LOA's

You will be part of a supportive and collaborative team that values your contributions and fosters a positive work environment, apply now!

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