Ifa Administrator

IFA Administrator - Wealth Management FirmLocation: MoorgateJob Type: Full-Time, Permanent - 1 day in office 4 days from home after a successful probation period.Salary: £30,000 - £33,000The OpportunityWe''re working with a highly regarded, client-focused wealth management firm who are looking to appoint an experienced IFA Administrator to support their growing team of Financial Advisers.This is a fantastic opportunity to join a professional and well-established business where you will play a key role in delivering an exceptional client experience.The RoleAs an IFA Administrator, you will provide comprehensive administrative support to advisers, ensuring business is processed efficiently and compliantly.A core responsibility of this role is preparing annual review packs and supporting ongoing client servicing, so prior experience in this area is essential.Key Responsibilities:Preparing annual review packs for clients, including valuations, fund performance, and documentationManaging the full end-to-end new business processLiaising with providers, platforms, and third partiesMaintaining and updating client records on CRM systemsSupporting advisers with meeting preparation and follow-up actionsProducing illustrations, client valuations, and portfolio summariesEnsuring all work is completed in line with FCA and internal compliance standardsHandling client queries in a professional and timely mannerTo be considered, you must have:Proven experience as an IFA Administrator within ..... full job details .....