Job Description IFA Administrator Contract Type: Full-time We’re recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Contributing to departmental projects and process improvements Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Financial Planning team Excellent knowledge of iO and Excel Broad knowledge of the financial services sector
Admin - Independent Financial Adviser (Ifa) employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
