IFA Administrator

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.

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• Manage new leads, prospects and client records.
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• Prepare compliance packs, meeting documentation and review materials.
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• Coordinate Adviser diaries, client meetings and follow-up actions.
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• Act as a key client contact, ensuring timely, professional communication.
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• Maintain AML, fee agreements, risk profiles and Fact Finds.
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• Support Paraplanners with case preparation and suitability report documentation.
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• Pre-populate applications and monitor client platform cash levels.
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• Liaise with providers and internal teams to progress cases smoothly.
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• Review, edit and upload meeting notes.
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• Contribute to weekly team meetings and track agreed actions.
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• Provide updates on case progress and highlight potential issues.
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• Support high-value new business cases.
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• Attend client meetings when required.
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• Engage in ongoing training and development aligned with your progression plan.
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• Experience in financial services administration or Adviser support.
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• Strong organisation and attention to detail.
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• Excellent communication and client service skills.
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• Confident managing multiple tasks and deadlines.
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• CRM/back-office system experience (preferred).
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• Proactive, collaborative and client-focused.
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