IFA Administrator
Job Title: IFA Administrator
Industry: Financial Services
Location: London
Salary: Up to £37,000
Reference Number: 9810
Job Description:
Recruit UK are currently working with a thriving wealth management firm in London, who are looking to bring on an new IFA Administrator. They focus on longevity with their clients and are a very client centric company, with their clients being at the forefront of what they do.
Do you thrive in a collaborative environment and have a passion for Wealth Management?
This is your chance to join one of the UK’s most successful and progressive financial planning firms.
Your responsibilities will include but not be limited to:
- Managing and administering complex client assets and new financial advice
- Owning client data – ensuring it’s accurate, up-to-date, and well maintained
- Supporting client meetings – prep, coordination, and follow-up
- Handling onboarding for new clients and servicing existing relationships
- Communicating regularly with clients across various channels
- Identifying process improvements and helping implement change
- Mentoring and sharing knowledge with junior team members
What’s in it for you:
- Salary Up to £37,000 (negotiable dependent on experience)
- Flexible working (2/3 days in the office)
- Generous holiday package
- Enhanced parental leave
- Relaxed dress code
- Well-being scheme, volunteering opportunities and community events
- Progression opportunity
Skills and experience required:
- IFA Administration experience in a Wealth Management company
- Attention to detail and excellent communication skills
- Proactive mindset
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