IFA Administrator. Job in London LilyLifestyle Jobs

Your new company

This organisation is one of the UK's top accountancy firms and a leading professional services provider. They deliver services through a range of divisions, including tax, audit and assurance, wealth management and business advisory services. They’re people‑first, and this approach really sets them apart. They understand your role is crucial to their success, and will invest in you by giving you access to award‑winning development programmes and resources that will give you the freedom to shape your career.

Your new role

Your work in financial planning goes beyond the numbers, allowing you to build up meaningful client relationships, understand their business and deliver insights that will drive real results. Working within the Client Support Team, you’ll work closely with the Senior Client Support to be a point of contact, deal with all aspects of the new business process and ensure all objectives are achieved on a timely basis. As such, this role would be suited to someone who is self‑assured, proactive and has the ability to build long‑lasting relationships.

Key responsibilities

• Providing ‘subject matter expert’ input as appropriate and when requested, and providing appropriate training, direction and support for others where needed.
• Troubleshooting issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate.
• Dealing with all aspects of the new business process and ongoing servicing of clients’ plans, liaising with colleagues in other service lines and product providers as appropriate.
• Taking ownership for keeping up to date with legislative, regulatory changes and CPD.
• Being a point of contact for clients, colleagues and external stakeholders.
• Adhering to regulatory requirements, compliance procedures, departmental and firm‑wide processes.
• Helping to manage the consultant diary to help ensure the most effective use of their time.
• Proactively getting involved and contributing ideas as part of continuous improvement.
• Supporting necessary changes and sharing best practice and knowledge.

What you’ll need to succeed

• A proactive and positive approach.
• The ability to take initiative.
• Attention to detail.
• Confidence to seek guidance or refer complex/unusual/non‑compliant cases to the Operations or Compliance Manager.
• Appreciation and understanding of how other roles within the department are inter‑dependent.
• Advanced experience using the full Microsoft Office Suite.

What you’ll get in return

• Full time, permanent position.
• Agile working – Flexibility of core hours from 10 am to 2 pm.
• 2 WFH days per week.
• 25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
• Employee recognition awards.
• A competitive salary package.