Senior Ifa Administrator

3 weeks ago


London, United Kingdom Ortus PSR Full time

An IFA firm in London is looking to hire a Senior IFA Administrator to support the Private Client Director in delivering an outstanding service financial planning service. You will be assisting with HNW clients that have complex planning needs.

The role will suit a confident and experienced Senior IFA Administrator who enjoys working autonomously in a driven and high-performing client team.

You will be working in a team that has been awarded Corporate Chartered status by the Chartered Insurance Institute.

Location: London (1-2 days per week long-term; more during initial training/induction) with hybrid working flexibility.

**Within the role you will be**:
Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews

Produce accurate client portfolio valuations and statements using Intelligent Office

Complete and assist with trades and portfolio rebalancing, as required

Assist with cash management control on client accounts (bonds, SIPPs, etc)

Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant

**To be considered**:
You must have experience in supporting senior team members

Must have experience working for an IFA

Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection



  • London, United Kingdom Financial Divisions Full time

    **plus large bonus, share options, study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to a...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • IFA Administrator

    2 weeks ago


    London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • Ifa Administrator

    1 month ago


    London, United Kingdom Vision-FS Recruitment Full time

    IFA Administrator/ IFA Support/ IFA Sales Support. Experience of working with IFA's. **The Role**: - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. - To ensure complete and accurate records are maintained of all client dealings. **Responsibilities**: - Technical...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • Ifa Administrator

    4 weeks 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

    1 month ago


    City of London, United Kingdom Ortus PSR Full time

    A excellent Chartered IFA practice, based in Central London are hiring for an IFA Administrator to join their team. **Role Function**: Working directly alongside one of the Senior Partners and their two Paraplanners, delivering to the higher standard the technical and data led aspects of the client journey and to deliver all periodic MI reports to...


  • London, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently 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 new role will support the Central...

  • Ifa Administrator

    1 month ago


    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: New Business Administrator **Location**: London **Benefits**: Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support. **Salary**: £24,000 to £30,000 Depending on experience. **About the Company**: This...

  • IFA Administrator

    1 month ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    , , IFA Administrator - London - Artemis Recruitment Consultants Financial Services London 22/12/2023 Type of Position: IFA Administrator - London Pay: £25k - £35k IFA Administrator - London Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a...


  • London, United Kingdom Cranleigh Personnel Full time

    **Technical IFA Administrator** **Location: City, London** **Hybrid working - 2 days per week in the office** **Salary: £30,000 - £40,000 + Bonus** Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ? Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the...

  • Ifa Administrator

    4 weeks ago


    London, United Kingdom Coast Partnership Full time

    **Be part of a firm unlike any other.** **An unmissable opportunity for an experienced wealth management administrator who has real ambition.** **This role is with a dynamic, growing, IFA firm who put their employees above all.** Friendly and down to earth, the team spirit at this firm is second to none. You will play an integral part in the team from day...

  • IFA Administrator

    1 week ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: IFA Administrator (Part Time) - London IFA Administrator (Part Time) - London The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Planning & Organising ...

  • IFA Administrator

    1 month ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Gerrards Cross - Artemis Recruitment Consultants Financial Services You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Principle Adviser, to help enable both in-bound and out-bound...


  • London, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Part time IFA Administrator** **Location: Central London** **Salary: £30,000 - £35,000** **The Company**: We are working on a brand-new position with a well established Financial Planning business in Central London who are searching to add an additional member to the client administration department helping with the provision of Financial...

  • IFA Administrator

    1 month ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    IFA Administrator - London - Artemis Recruitment Consultants Financial Services The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Planning & Organising Accurate data keying...


  • London, United Kingdom The Recruiter Ltd Full time

    IFA Support Administrator Paraplanner Hybrid Working Salary: Not specified Location: London, Essex Job Type: Permanent Ref: SJP230727 HNW Independent Financial Services Broker Independent IFA is seeking to recruit an IFA Support Administrator/Paraplanner. Dealing with a variety of administration in respect of client’s requirements. Established HNW...


  • London, United Kingdom Coast Specialist Recruitment Full time

    An experienced IFA Admin/Client Support Executive to provide proactive and efficient administration support to Wealth Planners. The Client Support Executive role is key in providing full administrative support directly to new and existing clients, alignedto Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is...

  • Ifa Administrator

    1 month ago


    London, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in London who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. **Duties**: - Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office,...

  • IFA Administrator

    1 month ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , IFA Administrator - Gerrards Cross - Artemis Recruitment Consultants Financial Services Gerrards Cross 22/12/2023 Type of Position: IFA Administrator - Gerrards Cross Pay: £25k - £30k IFA Administrator - Gerrards Cross We are looking for an...