Ifa Administrator

6 months ago

London, United Kingdom Fusion Consulting Full time

**IFA Administrator**

Due to extensive growth, Fusion Consulting Group are looking to recruit an experienced IFA Administrator to provide general support to the expanding financial division of the group.

The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space.

Reporting directly to the Head of Financial, you will be required to assist the lead consultant and other advisers.

This is an excellent opportunity for someone with previous IFA experience to join a supportive and collaborative team where their training and future development will be made a priority.

**Responsibilities**
- Adding new client data onto back-office system
- Sending Letters of Authority (LOA) and regularly following up with the providers
- Liaising with clients and providers where appropriate
- Processing fund switches and withdrawals
- Booking in client calls, fact find meetings and sending relevant documents
- Adding and updating new business and fees onto back-office system
- Dealing with telephone and postal queries
- Producing client valuations
- Scanning documents onto back-office system when required
- Dealing with internal reporting on prospects, clients, status and fees
- Working with the finance team on commission income reconciliation
- Supporting colleagues with general miscellaneous admin
- Assisting with any other duties as required by the Head of Financial Services

**Desired Skills and Experience**
- At least two years exposure working for an IFA in an administrative role
- Experience in using Intelligent Office is essential
- Excellent customer service and administration skills
- Comfortable and credible when speaking with Clients and Providers over the phone
- Must be a team player who is able to manage their own workload
- Familiar working to tight deadlines

**What We Offer**
- Basic Salary of up to £35,000 per annum depending on experience
- 24 days holiday + Bank holidays
- An additional day off for your Birthday every year
- Excellent training and development opportunities
- Private medical insurance
- Group life insurance
- FusionPoints bonus scheme

**Job Type**: Full-time, Mon-Fri 9am to 5pm

**Job Location**: London, Finchley N3

**About Fusion Consulting Group**:
Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey.

Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Executive Recruitment, IT Strategy, Business Advisory and Legal Services ensuring a joined-up approach and seamless client experience.

**_ Equal Opportunities_**
- Fusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status._

**amycatlin****:

  • Ifa Administrator

    1 month ago

    City of London, United Kingdom CV-Library Full time

    Job Title: Independent Financial Advisor (IFA) Administrator Location: The City, London Salary: £28,000 - £30,000 Key Benefits: * Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probation * Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma...

  • Senior Ifa Administrator

    6 months ago

    London, United Kingdom Capio Recruitment Full time

    **Job Title: Senior IFA Administrator** **Location: Central London** **Salary: £28,000 - £36,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior...

  • IFA Administrator

    1 month ago

    London, United Kingdom CV-Library Full time

    IFA Administrator Wanted! 🌟 Location: Chancery Lane, London (Hybrid) 🏙️ Type of Role: Temporary (3 months+) 📆 Hours: Monday - Friday, 9am - 5:30pm ⏰ Pay Rate: £16 per hour 💷 Start Date: ASAP 🚀 *Please not you must have prior IFA experience to be considered for this role About Us: Join a...

  • Senior Ifa Administrator

    5 months ago

    London, United Kingdom Ortus PSR Full time

    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...

  • Ifa Administrator

    5 months ago

    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: London **Benefits**: Competitive salary, Flexi Hours. **Salary**: £28k ~ £35k Depending on experience. **About the Company**: Our Client is an established Independent Financial Services Company with over 40 years...

  • Ifa Administrator

    5 months ago

    London, United Kingdom Avenue Recruitment Full time

    We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

  • IFA Administrator

    1 week ago

    London, United Kingdom Office Angels Full time

    IFA Administrator Wanted! Location: Chancery Lane, London (Hybrid) ️Type of Role: Temporary (3 months+) Hours: Monday - Friday, 9am - 5:30pm ⏰Pay Rate: £16 per hour Start Date: ASAP

  • Ifa Administrator

    5 months ago

    London, United Kingdom Avenue Recruitment Full time

    We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

  • IFA Administrator

    18 hours ago

    London, United Kingdom Fleet Street Financial Ltd Full time

    Do you have some experience within IFA administration and are looking for more responsibility? Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. We pride ourselves in being a forward-thinking company, adaptable and...

  • Ifa Administrator

    6 months ago

    London, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...

  • Ifa Administrator

    6 months ago

    London, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...

  • Senior Ifa Administrator

    6 months ago

    London, United Kingdom Cranleigh Personnel Full time

    **Senior IFA Administrator - route through to management** **Location: City, London** **Salary: £35,000 - £45,000** Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge? **Then this may be the role for you** The practice would suit any individual who is looking to become part of a small and supportive team,...

  • IFA Administrator

    2 weeks ago

    London, United Kingdom Fleet Street Financial Ltd Full time €30,000 - €37,000

    Do you have some experience within IFA administration and are looking for more responsibility? Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. We pride ourselves in being a forward-thinking company, adaptable and...

  • IFA Administrator

    1 week ago

    London, United Kingdom Fleet Street Financial Ltd Full time

    Do you have some experience within IFA administration and are looking for more responsibility? Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. We pride ourselves in being a forward-thinking company, adaptable...

  • IFA Administrator

    3 days ago

    London, United Kingdom Fleet Street Financial Ltd Full time €35,000

    Job Description Do you have some experience within IFA administration and are looking for more responsibility? Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. We pride ourselves in being a forward-thinking company,...

  • IFA Administrator

    3 days ago

    London, United Kingdom Fleet Street Financial Ltd Full time €35,000

    Job Description Do you have some experience within IFA administration and are looking for more responsibility? Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. We pride ourselves in being a forward-thinking company,...

  • IFA Administrator

    1 week ago

    London, United Kingdom Fleet Street Financial Ltd Full time

    Job Description Do you have some experience within IFA administration and are looking for more responsibility? Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. We pride ourselves in being a forward-thinking company,...

  • IFA Administrator

    7 days ago

    London, United Kingdom Fleet Street Financial Ltd Full time

    Do you have some experience within IFA administration and are looking for more responsibility? If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a...

  • IFA Administrator

    1 month ago

    City of London, United Kingdom CV-Library Full time

    A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers. This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting...

  • IFA Administrator

    4 weeks ago

    City of London, United Kingdom Tate Full time

    A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its...