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Senior IFA Administrator

  • Salary: £30000 - £33000 per annum + Bonus
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    13 Nov 2018
  • Job reference: 31346

We have an exciting opportunity for a Senior IFA Administrator to join a chartered, independent advisory firm based in City of London.

The Company

My client is a client-centric, chartered, independent advisory firm based in City of London. They specialise in wealth planning, asset management and employee benefits.


To provide administrative support to the Director of a successful team and to any other members of the team who are in a technical support role. This is a busy administrative role assisting the team in delivering an outstanding holistic financial planning service to new and existing clients of the firm. The role will suit an experienced individual who enjoys working autonomously in a driven and high-performing team.


  • Use appropriate systems and processes to submit new business to providers
  • Obtain information from clients to facilitate annual suitability reviews
  • Obtain literature, illustrations and forms from providers and pre-complete basic client details
  • Prepare application forms and other documents for client signing or approval
  • Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
  • Produce accurate client portfolio valuations and statements using Intelligent Office
  • Complete and assist with trades and portfolio re-balancing, as required
  • Assist with cash management control on client accounts (bonds, SIPPs, etc)
  • Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
  • Ensure all client information is accurately maintained on internal systems (iO and Volume), including all written and electronic communication with clients and providers, and meeting notes
  • Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
  • Provide agendas and information requests prior to client meetings, if required
  • Prepare meeting notes following meetings, as required by the Adviser
  • Assist with the production of management information, as required by central teams

To be successful you will need

  • Experience within the independent sector of the financial services industry, in a relevant administration role
  • Have comprehensive experience of using iO to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively
  • Have excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
  • Demonstrate excellent written communication skills and a high-level of attention to detail
  • Have sufficient understanding of the needs of financial services teams and FCA rules and compliance's, in order to effectively carry out the role
  • Relevant industry qualifications will be a distinct advantage
  • Can build strong proactive working relationships with the Adviser team, clients and providers

If successful, you will benefit from

  • A salary of up to £33,000
  • Discretionary bonus scheme
  • Life insurance cover x4 annual salary
  • Individual private medical insurance
  • Permanent health insurance
  • Company pension scheme

If you are looking to become a part of an independent, Chartered boutique and relish the challenges of a busy environment and a fulfilling role then get in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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