Ifa Administrator

IFA Administrator - Wealth Management Firm

Location: Moorgate

Job Type: Full-Time, Permanent - 1 day in office 4 days from home after a successful probation period.

Salary: £30,000 - £33,000

The Opportunity

We're working with a highly regarded, client-focused wealth management firm who are looking to appoint an experienced IFA Administrator to support their growing team of Financial Advisers.

This is a fantastic opportunity to join a professional and well-established business where you will play a key role in delivering an exceptional client experience.

The Role

As an IFA Administrator, you will provide comprehensive administrative support to advisers, ensuring business is processed efficiently and compliantly.

A core responsibility of this role is preparing annual review packs and supporting ongoing client servicing, so prior experience in this area is essential.

Key Responsibilities:

• Preparing annual review packs for clients, including valuations, fund performance, and documentation
• Managing the full end-to-end new business process
• Liaising with providers, platforms, and third parties
• Maintaining and updating client records on CRM systems
• Supporting advisers with meeting preparation and follow-up actions
• Producing illustrations, client valuations, and portfolio summaries
• Ensuring all work is completed in line with FCA and internal compliance standards
• Handling client queries in a professional and timely manner

To be considered, you must have:

• Proven experience as an IFA Administrator within a financial planning or wealth management firm (min 2 years)
• Strong experience preparing annual reviews / review packs (this is essential and non-negotiable)
• Good knowledge of pensions, investments, and protection products
• Familiarity with platforms such as Wrap, Elevate, Transact, or similar
• Excellent organisational and attention-to-detail skills
• Strong communication skills, both written and verbal

Desirable

• Working towards DipPFS or similar qualifications
• Experience supporting Chartered / high-net-worth advisers

What's on Offer

• Competitive salary and benefits package
• Hybrid working flexibility
• Support towards professional qualifications
• Friendly and collaborative team culture

Apply Now

If you are an experienced IFA Administrator with hands-on annual review preparation experience and you're looking to join a forward-thinking firm, we would love to hear from you.