IFA Administrator

Are you an experienced administrator? We are looking for an experienced IFA Administrator to join a growing, leading Professional Services Group based in London.

The role

Our client is not your traditional practice and very much moving with the times. They are a multi-discipline consulting practice, assisting entrepreneurial businesses and private clients by delivering an end-to-end solution throughout their business journey.

Their team have a range of expertise within International Taxation, Company Accounting, Digital Marketing, IT Strategy, Business Advisory, Legal Services and Financial Services, with a mission to disrupt the disjointed Professional Services space.

Your duties will include

• Adding client data onto back-office system

• Adding and updating new business ad fees onto back-office systems

• Sending Letters of Authority (LOA) and regularly following up with providers

• Processing new business – including anti-money laundering check and follow through to completion of the application process

• Liaising with clients and providers

• Processing fund switches and withdrawals

• Booking client calls, fact find meeting and sending documents

• Managing telephone and postal queries

• Producing client valuations

• Scanning documents onto back-office systems

• Managing internal reporting on prospects, clients, status and fees

• Working with the finance team on commission income reconciliation

• Supporting colleagues with miscellaneous administrative tasks

• Assisting with other duties required by the Head of Financial Services

What you’ll bring to the table

• 2+ years of experience working for an IFA in an administrative role

• Experienced in using Intelligent Office

• Excellent customer services and administrative skills

• Reliable and effective workload management, and confident with working to tight deadlines

• Must be a team player

• Confident communicator, with solid interpersonal skills – especially speaking to clients and providers on the phone

• Must have the right to work in the United Kingdom

Benefits

• Job title: IFA Administrator

• Type of employment: Full time

• Location: Finchley, London – hybrid

• Salary: Up to £35,000 DOE

• Initially 22 days holiday + bank holidays (increases with years in employment)

• Additional day off for your birthday every year

• Excellent training and career development opportunities

• Private medical insurance

• Bonus scheme

• Christmas and Summer parties

• Quarterly get together and team building activities

• Milestone gifts

We’d love to see your CV – apply today!