IFA Administrator

Senior IFA Administrator / Advisor Support - Financial Planning Hybrid (North London) £35,000 DOE Career Progression Award-Winning Firm A leading, multi-office Financial Planning business is seeking a highly organised Senior IFA Administrator to provide first-class Adviser and client support. This hybrid role suits someone who thrives in a busy environment, enjoys working closely with Advisers, and delivers exceptional client service throughout the full advice journey. The Role Manage new leads, prospects and client records. Prepare compliance packs, meeting documentation and review materials. Coordinate Adviser diaries, client meetings and follow-up actions. Act as a key client contact, ensuring timely, professional communication. Maintain AML, fee agreements, risk profiles and Fact Finds. Support Paraplanners with case preparation and suitability report documentation. Pre-populate applications and monitor client platform cash levels. Liaise with providers and internal teams to progress cases smoothly. Review, edit and upload meeting notes. Team Support and Development Contribute to weekly team meetings and track agreed actions. Provide updates on case progress and highlight potential issues. Support high-value new business cases. Attend client meetings when required. Engage in ongoing training and development aligned with your progression plan. About You Experience in financial services administration or Adviser support. Strong organisation and attention to detail. ..... full job details .....