IFA Administrator - Boutique Chartered IFA - Hybrid, London - Salary £35-40k
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care.The OpportunityYou''ll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you''ll play a key role in delivering a seamless client experience and supporting the advice process from start to finish.This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people.Key ResponsibilitiesProvide high-quality administrative support to advisers and paraplannersPrepare client packs, valuations and documentation ahead of meetingsProcess new business, top-ups, withdrawals and transfersLiaise with providers to obtain policy information and track casesMaintain accurate client records on the CRMAssist with annual reviews and ongoing servicing requirementsSupport compliance processes and ensure files meet FCA standardsContribute to the smooth running of the office and wider client journeyAbout YouWe''re looking for someone who brings:2+ years'' experience in an IFA/wealth management administration roleStrong understanding of pensions, investments and protection productsExcellent attention to ..... full job details .....
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