IFA Administrator

Wealth Management

London - Hybrid (post probation)

Salary - £35,000

This is an award winning Wealth Manager who are looking for additional support within their growing London office.

The paraplanning team consists of paraplanners, administration staff and trainee advisers. Some of the teams are split into pods (smaller sub-teams) and others have a centralised approach to work items.

IFA Administrator responsibilities:

As an IFA Administrator, you will support the paraplanning team to ensure efficient, accurate, and timely delivery of administrative tasks. Your core responsibilities will include:

• Letters of Authority (LoA): Processing LoAs by adding them to iO, requesting policy information from providers, chasing outstanding responses, and ensuring all documentation is filed accurately.
• Client Communications: Preparing and sending monthly valuation reports and statements to clients in a timely and professional manner.
• Compliance Management: Ensuring all compliance-related documents are up to date and correctly stored in iO.
• Smart Search Monitoring: Regularly reviewing and maintaining our Smart Search client records.
• Client and Provider Liaison: Answering phone calls, responding to queries, and communicating with clients and providers via phone, email, or post as needed.
• Document Preparation: Creating cover letters, one-pagers, and other client-facing documents, including supporting documentation for review meetings.
• Data Management: Updating iO with new fact-find information and ensuring all client data is accurate and up to date.
• Provider Follow-ups: Proactively chasing providers for outstanding information or documents.
• Document Filing: Ensuring all paperwork is scanned, appropriately categorised, and subcategorised within our systems.
• Project Support: Assisting with project-based work across both the paraplanning team and wider business teams.
• General Administration: Carrying out a variety of client-facing and back-office administrative duties as required.

Key Skills and Attributes

• Strong attention to detail and high levels of accuracy
• Excellent organisational and time management skills
• Clear and confident communication, both written and verbal
• Proficiency with financial planning software (e.g., iO) and Microsoft Office
• Ability to work proactively and collaboratively within a team
• A client-focused mindset with a commitment to delivering outstanding service