London Private Client IFA Administrative Support

6 days ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
London Private Client IFA Administrative Support

We are seeking a highly organized and detail-focused individual to join our team as a London Private Client IFA Administrative Support. As a Private Client Administrator (IFA), you will provide exceptional administrative support to our Private Client Director, ensuring seamless delivery of client services.

The ideal candidate will have 1-2 years' experience in a relevant administration role within the financial services industry. They will be responsible for delivering high-quality client service, managing client relationships, and ensuring accurate records are maintained.

The salary for this role is £28,000 - £35,000 per annum, depending on experience. If you have excellent communication skills, a good understanding of FCA regulations, and strong organizational skills, we would love to hear from you

Key Responsibilities:

  • Provide administrative support to the Private Client Director
  • Maintain accurate client records and information
  • Ensure compliance with FCA regulations and internal procedures
  • Assist with the production of management information, as required by central teams
  • Assist with general administration as required e.g. ad-hoc scanning and filing
  • Client servicing and meeting preparation
  • Use appropriate systems and processes to submit new business to providers
  • Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
  • Prepare application forms and other documents for client signing or approval
  • Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
  • 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

Requirements:

  • 1-2 years' experience in a relevant administration role within the financial services industry
  • Demonstrable experience of delivering client service at the highest level
  • Experience of using iO or equivalent back office system to perform a financial services or equivalent administrative role
  • Excellent IT skills with a good working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail

  • Private Client Administrator

    5 days ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Private Client Administrator (IFA) SpecialistWe are seeking an experienced Private Client Administrator (IFA) Specialist to join our team in London. This is a fantastic opportunity to work with a reputable organization, providing administrative support to our Private Client Director.The successful candidate will have 1-2 years' experience in a relevant...

  • IFA Administrator Role

    2 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking an IFA Administrator to join their team in London. The estimated salary for this role is £28,000 - £35,000 per year.ResponsibilitiesThe successful candidate will be responsible for providing administrative support to the Private Client Director, including:Organizing meetings and diaries.Prioritizing tasks and...

  • IFA Administrative Assistant

    2 weeks ago

    London, Greater London, United Kingdom Heat Recruitment Ltd Full time

    This exciting opportunity for an IFA Administrator has arisen at Heat Recruitment Ltd, located in The City, London. With a competitive salary of 28,000 - 30,000 per year, you will be responsible for providing administrative support to IFA's in their daily operations. Key tasks include utilizing back office systems and workflows, preparing and processing...

  • London IFA Support Role

    2 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants LtdWe are seeking an experienced London IFA Support Role to join our team in London. The successful candidate will have excellent planning and organisation skills, a professional telephone manner and good administration skills to deliver a true client-centric experience.Salary: £25,000 - £35,000 per annumAbout the role:This...

  • IFA Career Opportunities

    2 weeks ago

    London, Greater London, United Kingdom Prestige IFA Jobs Full time

    Career Opportunities in IFAPrestige IFA Jobs offers exciting career opportunities for International Financial Advisors (IFAs) to join their established Wealth Management team in Dubai.Job Responsibilities:Develop and implement comprehensive financial plans for clients, focusing on wealth creation and risk management.Negotiate and manage client relationships,...

  • London IFA Office Coordinator

    2 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for an experienced Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd in London.The ideal candidate will have a background in administration and customer service, with experience working in a similar role. They will be responsible for providing administrative support to the IFA team, maintaining accurate...

  • IFA Career Opportunities

    2 weeks ago

    London, Greater London, United Kingdom Prestige IFA Jobs Full time

    We are seeking a Wealth Management Professional to join our Prestige IFA Jobs team. The successful candidate will have a proven track record of delivering successful financial guidance to international clients.The estimated salary for this position is £50,000 - £70,000 per annum, based on experience.Job Details:Key Responsibilities: The successful...

  • Administrative Support Specialist

    1 week ago

    London, Greater London, United Kingdom Heat Recruitment Ltd Full time

    Administrator for Financial Services TeamThe successful candidate will work closely with our Independent Financial Advisors to provide administrative support in day-to-day operations, including utilising back office systems and workflows.About the CompanyHeat Recruitment Ltd is a leading recruitment agency specialising in finance and administration roles....

  • Private Wealth Manager

    30 minutes ago

    London, Greater London, United Kingdom Prestige IFA Jobs Full time

    Prestige IFA Jobs is partnering with a leading company to find an experienced Investment Banking Professional. As an Investment Banking Advisor, you will play a key role in developing financial strategies, structuring products, and managing wealth on a global scale.This is an exciting opportunity for a skilled professional to join a sustainable and...

  • Private Client Solicitor Specialist

    2 weeks ago

    London, Greater London, United Kingdom Reed Full time

    Reed is looking for a talented Private Client Solicitor Specialist to join our dynamic team. As a Private Client Solicitor, you will work alongside senior solicitors and partners to provide expert advice on private client matters, including tax, trusts, and estate administration.Key ResponsibilitiesDevelop and maintain strong relationships with high net...

  • Private Wealth Management Associate

    2 weeks ago

    London, Greater London, United Kingdom Prestige IFA Jobs Full time

    Prestige IFA Jobs is hiring a Private Wealth Management Associate to work closely with our experienced offshore consultants. This role requires a deep understanding of international financial services, including asset and wealth management. You will be responsible for providing strategic advice across a variety of financial products and services, such as...

  • Client Administration Assistant

    1 month ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd seeks an experienced Client Administration Assistant to join their dynamic team in London. This position comes with a competitive salary of £38,000 - £48,000 per annum.Key Accountabilities:Support the Client Administration Team in delivering exceptional customer service.Manage data and maintain accurate records in the...

  • IFA Firm Support Role

    3 weeks ago

    London, Greater London, United Kingdom Fleet Street Financial Ltd Full time

    Key ResponsibilitiesThis IFA firm support role will involve providing administrative assistance to our team, including data entry, document preparation, and communication with clients and providers. The ideal candidate will have a strong understanding of financial services regulations and compliance requirements and be able to work autonomously with minimal...

  • Financial Services Administrator

    2 weeks ago

    London, Greater London, United Kingdom Heat Recruitment Ltd Full time

    Located in The City, London, this role offers a salary of 28,000 - 30,000 per year. As an Independent Financial Advisor (IFA) Administrator at Heat Recruitment Ltd, you will provide administrative support to IFA's in day-to-day operations. This includes utilising back office systems and workflows to assist in the preparation and processing of client...

  • Private Client Administrator

    2 weeks ago

    London, Greater London, United Kingdom May & Stephens Full time

    About UsMay & Stephens is a prestigious financial services company based in London, providing expert advice and support to individuals and businesses.We are currently seeking a skilled Private Client Administrator to join our team, responsible for supporting the administration of private client and corporate financial planning services.This is an exciting...

  • IFA Support Specialist

    2 weeks ago

    London, Greater London, United Kingdom Mulberry Recruitment Full time

    Job OverviewMulberry Recruitment is a leading recruitment agency specializing in finance and accounting placements. We are currently seeking a highly skilled IFA Support Specialist to join our team.About the RoleThis is an exciting opportunity for a motivated and organized individual to take on a challenging role that requires strong technical knowledge of...

  • Experienced Administrator for Ultra HNW IFA

    2 weeks ago

    London, Greater London, United Kingdom Lloyd Recruitment Full time

    About the RoleWe are seeking a highly skilled Support Administrator to join our client's team in Central Surrey.The ideal candidate will have experience in providing administrative support to a team of advisors, with a strong understanding of IFA processes and procedures.Key ResponsibilitiesThe successful candidate will be responsible for:Administering...

  • Senior IFA Administrative Coordinator

    42 minutes ago

    London, Greater London, United Kingdom Fleet Street Financial Ltd Full time

    Company OverviewFleet Street Financial Ltd is a forward-thinking, independent, fee-based wealth management firm focused on delivering bespoke advice. Our company culture emphasizes autonomy, adaptability, and continuous improvement.Job DescriptionWe are seeking an Experienced Administrator to join our team. The successful candidate will have at least 2 years...

  • IFA Operations Coordinator

    2 weeks ago

    London, Greater London, United Kingdom Fram Executive Search Full time

    Job BriefFram Executive Search is pleased to present an exciting opportunity for a skilled IFA Administrator to join a reputable Wealth Management firm based in Bedfordshire. The ideal candidate will be responsible for supporting the Financial Planning Director and providing exceptional administrative support to our advisors.What You'll Do:Provide...

  • Senior IFA Support Role

    2 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Join Artemis Recruitment Consultants Ltd as a Senior IFA Support Role and take advantage of a generous pay and benefits package. This hybrid working position offers flexibility and a chance to work with a dynamic team in the financial services sector.About the RoleThis Senior IFA Support Role is an excellent opportunity for an experienced Financial...