IFA Administrator

IFA Administrator - Edgware, London hybrid working £28,000-£35,000 We are working with a well-established, independently owned financial advice firm based in Edgware to recruit an experienced IFA Administrator. The firm specialises in providing holistic financial planning advice to high-net-worth private clients and has built a strong reputation for service quality and long-term client relationships. This is a hands-on administration role at the heart of the advice process. You will support a team of Financial Advisers and ensure the smooth, accurate, and compliant processing of new business, client reviews, and ongoing case management - working with clients whose financial arrangements are often complex and high value. WHAT YOU WILL BE DOING Acting as a first point of contact for HNW clients by phone and email - managing queries professionally and ensuring a consistently high standard of service Processing new business end to end - preparing application packs, submitting to providers, chasing progress, and issuing policy documents to clients Preparing client valuation reports and review packs ahead of adviser meetings Maintaining accurate and compliant client records on the back office and CRM system Uploading file notes and ensuring all post-meeting action points are completed within agreed timescales Liaising with product providers and platforms on behalf of advisers and clients Ensuring all documentation is accurate, complete, and compliant with FCA ..... full job details .....