Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support client-facing teams with admin tasks and data management.
- Company: Join a boutique wealth planner and asset manager in London.
- Benefits: Gain valuable experience in a dynamic team with potential for growth.
- Why this job: Perfect for those passionate about finance and client service in a supportive environment.
- Qualifications: 2-3+ years in financial services admin, with strong iO system knowledge required.
- Other info: Work permit needed for non-passport holders; training opportunities available.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of Role
Reporting to the Group Administration Manager, this newly created role will support the Central Administration Team in providing exceptional quality administrative and technical support to the client-facing teams. The ideal candidate will be an experienced IFA administrator with an excellent understanding of Intelligent Office (iO) as a back-office system. The role will primarily provide ad-hoc and rotating cover for our team of 20 administration staff across 15 client teams, with an emphasis on supporting the integration of new teams/acquisitions and training new administration staff.
Accountabilities
- Providing administration support across client-facing admin teams
- Ad-hoc team-based administration support to cover, for example, holiday or sickness absences, temporary increases in workload or ad-hoc data cleansing work
- Support the transition and integration of administration work as a result of acquisition projects or new adviser induction
- Process and submit new business to providers and ensure applications are completed
- Ensure client data is accurately maintained on iO and Volume (our DMS), including all written and electronic communication with clients and providers and meeting notes
- Prepare documentation for client meetings, including literature, illustrations and forms from providers. Pre-complete application forms and other documents for client signing or approval where necessary and use DocuSign where appropriate
- Ensure client agreements, including fee schedules, are in place and signed, documented and saved to the DMS and that all client records are up to date on iO
- Schedule and manage follow up tasks relating to client meetings and business submissions, using iO to monitor and accurately record tasks
- Produce client portfolio valuations and statements and assist with trades and portfolio rebalancing if required
- Close plans correctly on iO in a timely manner and ensure income expectations are entered on the system and settled if required
- Assist other members of the Central Administration Team with the training and development of new client-facing administrators.
- Provide hands-on back-office system training for new admin staff
- Act as a 'buddy’ for new administrators, helping them settle into the business and be the first point of call for queries
- Assist in the preparation and maintenance of training documentation for admin staff.
- Data auditing and data-focused project work relating to improvement of data quality, acquisitions and new adviser hires, improvement of MI reporting, historical data cleansing and any work associated with improving the efficiency of iO as a back-office system. Note this is expected to comprise a significant element of overall workload.
Experience and Qualifications
- The successful candidate will have 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration role
- 2-3+ years’ experience using iO in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role)
- Sound technical knowledge covering pensions, investments, and protection and the underwriting process
- Demonstrable experience of delivering client service at the highest level
- Excellent written and verbal communication skills with high attention to detail
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages with at least intermediate Excel knowledge
- Understanding of the needs of Financial Services teams and FCA rules and compliance
- Relevant industry qualifications will be an advantage but are not essential.
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.
Private Client (IFA) Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client (IFA) Administrator
✨Tip Number 1
Familiarise yourself with Intelligent Office (iO) as it's a key requirement for this role. Consider taking an online course or tutorial to enhance your skills and demonstrate your commitment to mastering the system.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in IFA administration. Attend relevant events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your experience with client service delivery during interviews. Be ready to share specific examples of how you've provided exceptional support in previous roles, as this will be crucial for impressing the hiring team.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services sector. This knowledge will not only help you in interviews but also show that you're proactive and genuinely interested in the industry.
We think you need these skills to ace Private Client (IFA) Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Private Client IFA Administrator position. Familiarise yourself with Intelligent Office (iO) and the specific tasks mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience in IFA administration, particularly your proficiency with iO. Emphasise any previous roles where you provided administrative support in financial services, showcasing your attention to detail and client service skills.
Craft a Compelling Cover Letter: Write a cover letter that directly addresses the key responsibilities of the role. Mention your experience with data management and client communication, and express your enthusiasm for supporting the Central Administration Team and new staff training.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that all information is accurate and clearly presented, as attention to detail is crucial in this role.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your iO Inside Out
Since the role requires a strong understanding of Intelligent Office, make sure you brush up on its features and functionalities. Be prepared to discuss how you've used it in previous roles and any challenges you've overcome while using the system.
✨Demonstrate Your Client Service Skills
This position emphasises delivering exceptional client service. Think of specific examples where you've gone above and beyond for clients, and be ready to share these stories during your interview.
✨Prepare for Technical Questions
Expect questions related to pensions, investments, and protection. Review key concepts and be ready to explain them clearly, showcasing your technical knowledge and ability to communicate complex information effectively.
✨Show Your Team Spirit
As you'll be providing support across various teams, highlight your teamwork experience. Share examples of how you've collaborated with colleagues, especially in training or supporting new staff, to demonstrate your ability to integrate into their team.
