IFA Administrator - #2121942

Job title: IFA administrator

Industry: Financial Services

Location: Central London

Salary: £40,000

Ready to take your IFA administration experience to the next level?

Recruit UK is working with a well-respected financial management firm in London, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.

As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.

Benefits:

• £40,000 basic salary
• 4% matched employer pension contribution
• Cash Plan benefit
• Optional Bupa healthcare (P11D benefit)
• Four times salary death-in-service cover
• Annual discretionary bonus paid in March, based on both company and individual performance

Responsibilities include:

• Ensuring that UK Partners, FAs and PCMs are well supported in their roles as required, including:
• Obtaining valuations and performance data
• Printing and collating client reports/application packs
• Liaising with providers and clients as needed
• Working closely with teams across the business to complete processing of dealings,
• withdrawals, applications, bereavements, power of attorneys
• Managing client data on XPLAN, including:
• Processing all incoming and outgoing post and courier arrangements
• Providing appropriate cover and support for the Head of UK Support during periods of annual leave, helping to maintain continuity across day-to-day team operations and adviser support.

Skills and experience required:

• Managing client accounts
• Processing client withdrawals and transactions
• Placing investment trades
• Liaising directly with clients to arrange and process transactions
• Strong organisational and administrative skills
• The ability to work independently and support wider team operations

If you’re interested in finding out more, please apply today!