This hybrid-based IFA Administrator job in Central London is available within a respected financial planning business. You will be working within a pod / team consisting of a lead IFA / Senior Administrator and 2 IFA Administrators, along with their Paraplanning team to support a busy Financial Planner. This is a well-rounded IFA Administrator role consisting of pre and post sale duties and client liaison, for example your duties will include: * Providing proactive administrative support * Regularly liaising with the Financial Advisor, Paraplanner and fellow Administrators, plus providers and introducers * Ensure new business is packaged accurately and ready for compliance checking * Ensure client files are kept up to date and regularly updated * Ensure all ongoing client servicing requirements are dealt with promptly and effectively, ensuring that clients are offered a review meeting at least once per year * Act on incoming and outgoing post, emails and calls * Review file notes and carry out relevant actions * Assist in researching and obtaining illustrations * Prepare client documentation and pre-complete forms where appropriate * Arrange client meetings and send confirmations to the client Our client uses Intelligent Office as their CRM, alongside Microsoft Office applications. IFA Administrator Requirements * Our client is open to experienced IFA Administrators and non-industry ...