Ifa Administrator
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Ifa Administrator

City of London Full-Time 38000 £ / year No home office possible
Apply now
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At a Glance

  • Tasks: Support the Founder with financial admin and client communications in a dynamic wealth management firm.
  • Company: Join a rapidly growing wealth management firm focused on UHNW clients.
  • Benefits: Enjoy a competitive salary, annual bonus, 25 days holiday, and fully funded study support.
  • Why this job: Accelerate your career while working remotely and engaging directly with high-profile clients.
  • Qualifications: Previous IFA Administrator experience, strong communication skills, and proficiency in Microsoft Office required.
  • Other info: This hybrid role includes regular travel to Central London for client meetings.

Job Title – IFA Administrator (Hybrid working – Central London) Location: Central London Area. This is a remote working position with regular subsidised travel into Central London for meetings. Salary: £36,000 – £40,000 DOE Working Hours: Monday to Friday 9am – 5:30 pm Overview of Role We have an exciting opportunity for an experienced IFA Administrator to join a dynamic wealth management firm currently undergoing a period of exceptional growth. This unique position involves directly supporting the Founder in all aspects of financial administration and business operations. With exposure to UHNW (Ultra High Net Worth) clients in regular face-to-face meetings, this role offers accelerated career progression for the right candidate. As the IFA Administrator, you will provide seamless administrative support, manage client communications, and ensure all documents and data are accurate and up to date. Acting as a key point of contact for clients and the outsourced administration and paraplanning team, you will also handle various administrative tasks to help the Founder operate efficiently. This is a remote role, requiring travel to Central London for client meetings. Therefore, we are looking for a self-motivated, highly organised individual who thrives on using their own initiative. Benefits * Annual Bonus: An extremely attractive annual bonus opportunity. * Holiday: 25 days’ holiday plus bank holidays (2-3 days must be reserved for the Christmas shutdown period). * Career Progression: Accelerated opportunities for growth and advancement. * Study Support: Fully funded study support towards paraplanning/IFA qualifications. Key Responsibilities * Client Liaison: Act as the main point of contact for client queries, schedule meetings, and maintain strong client relationships. * Meeting Attendance: Attend regular client meetings to provide administrative support, ensuring accurate meeting minutes are taken and follow-up tasks are documented and completed post-meeting. * Outsourcing Team Liaison: Serve as the primary contact for the outsourced admin and paraplanning team, answering queries, relaying information to the Founder, and ensuring deadlines are met. * Document Preparation: Draft client letters and ensure all documents for client reviews are prepared accurately and on time. * Client Account Management: Set up and manage client accounts while ensuring compliance with business requirements. * Letters of Authority (LOAs): Prepare and process LOAs, coordinating with providers to facilitate account management. * Pipeline Management: Track the progress of client applications, ensuring smooth and timely service delivery. * Data Management: Maintain back-office systems and client portals, manage fact finds, and ensure records are accurate and up to date. * Review Coordination: Schedule client reviews and ensure all necessary documentation is prepared in advance. * General Administrative Support: Provide day-to-day assistance to financial advisers. Candidate Requirements * Previous experience in an IFA Administrator role is essential. * Strong written and verbal communication skills. * Exceptional organisational skills with the ability to handle multiple priorities. * Proficiency with financial back-office systems and Microsoft Office. * A keen eye for detail and the ability to work independently. * GCSE English and Maths- Grade C (or Grade 4) and above. * Level 3 or above in Financial Planning qualifications would be advantageous but not mandatory to apply for the role. Next Steps If you think you could be the IFA Administrator for this position, click Apply Now and we will be in touch. Alternatively give Michaela a call on (phone number removed)

Ifa Administrator employer: Harris Commercial Ltd

Join a dynamic wealth management firm in Central London that values its employees and fosters a culture of growth and collaboration. With an attractive annual bonus, generous holiday allowance, and fully funded study support for professional qualifications, this role offers not just a job but a pathway to accelerated career progression. Experience the excitement of working closely with UHNW clients while enjoying the flexibility of hybrid working arrangements.
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Contact Detail:

Harris Commercial Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Ifa Administrator

✨Tip Number 1

Familiarize yourself with the specific financial back-office systems mentioned in the job description. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.

✨Tip Number 2

Highlight your experience with UHNW clients in your conversations. This role involves direct client interaction, so showcasing your ability to manage high-profile relationships can set you apart from other candidates.

✨Tip Number 3

Prepare to discuss your organizational skills and how you've successfully managed multiple priorities in past roles. The ability to juggle various tasks is crucial for this position, so come ready with examples.

✨Tip Number 4

Since this role requires regular travel to Central London, be ready to discuss your availability and willingness to commute. Showing that you're flexible and committed to being present for client meetings will make a positive impression.

We think you need these skills to ace Ifa Administrator

Client Liaison
Meeting Coordination
Document Preparation
Data Management
Organisational Skills
Attention to Detail
Proficiency in Microsoft Office
Financial Back-Office Systems Knowledge
Communication Skills
Time Management
Problem-Solving Skills
Ability to Work Independently
Experience with UHNW Clients
Knowledge of Financial Planning Qualifications

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience as an IFA Administrator. Focus on your previous roles, especially those involving client liaison, document preparation, and administrative support.

Craft a Compelling Cover Letter: Write a cover letter that showcases your strong written communication skills. Explain why you are interested in the role and how your experience aligns with the responsibilities outlined in the job description.

Highlight Relevant Skills: Emphasize your exceptional organizational skills and attention to detail in your application. Mention any proficiency with financial back-office systems and Microsoft Office, as these are crucial for the role.

Prepare for Interviews: If invited for an interview, be ready to discuss your experience with UHNW clients and how you manage multiple priorities. Prepare examples of how you've successfully supported financial advisers in the past.

How to prepare for a job interview at Harris Commercial Ltd

✨Showcase Your Experience

Make sure to highlight your previous experience as an IFA Administrator. Be prepared to discuss specific examples of how you've supported financial advisers and managed client communications effectively.

✨Demonstrate Strong Communication Skills

Since this role involves liaising with clients and the outsourced team, practice articulating your thoughts clearly. Prepare to discuss how you handle client queries and maintain strong relationships.

✨Emphasize Organizational Skills

This position requires exceptional organizational abilities. Share examples of how you've managed multiple priorities in past roles, especially in a fast-paced environment.

✨Prepare for Technical Questions

Familiarize yourself with financial back-office systems and Microsoft Office tools. Be ready to answer questions about your proficiency and how you've used these tools to enhance efficiency in your previous roles.

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