Ifa Administrator

Funding your financial services qualifications alongside direct salary increases gives this central London IFA Administrator role a clear competitive edge. Based in Covent Garden, Greater London, with a starting salary of up to 36,000 plus flexible progression, you will play a central administrative and client liaison role within a collaborative wealth management boutique. Where you fit in As an IFA Administrator, you will drive the core day-to-day operations supporting clients and advisers across full financial planning cases. The position exists to provide high-calibre administrative workflow and liaison support, managing product provider interactions and ensuring efficient business processing. Whether you wish to remain a career administrator or eventually step into technical paraplanning or advisory work, structured study support is actively encouraged. A typical week Processing Letters of Authority and submitting new business applications to product platforms. Chasing pension, investment, and life assurance providers to resolve case delays proactively. Acting as a main liaison point for client queries, updates, and documentation. Maintaining back-office CRM systems, client records, and core compliance files. Producing accurate valuation statements and preparing paperwork ahead of client review meetings. IFA Administrator Requirements Proven administration experience within a financial services or wealth management environment (essential) Strong experience ..... full job details .....