Location
London
Salary £30000 - £35000 TypePermanent WorkplaceHybrid Ref89752
Senior IFA Administrator
London (Hybrid) Up to £35,000
A highly respected Wealth Management firm in London is looking for an experienced Senior IFA Administrator to join their growing team. This is a fantastic opportunity for someone with strong IFA administration experience who wants to take on more responsibility and play a key role in supporting advisers and the wider operations function.
This position offers a hybrid working model and a competitive salary of up to £35,000, depending on experience.
The Role
As a Senior IFA Administrator, youll provide high?quality administrative support to the Advisers and Operations Manager, ensuring the smooth running of client processes and the delivery of an exceptional service.
You will be involved in all aspects of investment and pension administration, new business processing, platform work, and annual review preparation. This is a hands?on, varied role suited to someone who thrives in a fast?paced environment and enjoys taking ownership of their workload.
Key Responsibilities
1. Processing new business and top?ups across multiple provider platforms
2. Ensuring all compliance requirements are met before submission
3. Updating and maintaining the back?office system (Intelligent Office) and uploading relevant documentation
4. Managing fund switches, purchases, sales, and ad?hoc income requests
5. Preparing annual review packs and follow?up reports
6. Supporting a major platform migration project, including asset transfers
7. Assisting advisers with meeting preparation and document collation
8. Handling all investment and pension administration tasks
9. Taking overflow calls to support the reception team
10. Producing basic reports and supporting ad?hoc operational projects
11. Working efficiently to meet deadlines and ensure smooth workflow across the team
Essential Experience
12. Minimum 2 years experience within an IFA or Wealth Management environment
13. Strong understanding of provider platforms and investment/pension administration
14. Confident using technology with the ability to learn new systems quickly
15. Experience working in a busy office environment, ideally within a larger team
16. Able to work independently and manage your own workload
Personal Skills
17. Excellent communication skills, both written and verbal
18. Strong attention to detail and high standards of accuracy
19. Ability to prioritise effectively and escalate issues when needed
20. Professional, proactive, and reliable with excellent time?keeping
Why Join, and Benefits
21. Vitality PMI
22. Life assurance of 4x your basic salary
23. Income protection cover
24. 33 days holiday + up to 3 days emergency holiday for unforeseen events
25. Enhanced maternity, paternity, adoption leave, and shared parental leave
26. Fully paid sick leave
27. Employee assistance programme
28. Professional membership subscriptions paid for
29. Exam and training support
30. Electric car scheme, cycle to work scheme, season ticket loans, and more
If youre an experienced IFA Administrator looking to step into a senior role with more responsibility and long?term development, wed love to hear from you.
Apply now to be considered.