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Permanent

Senior IFA Administrator - Farringdon, London (Hybrid) - £40-45k + excellent benefits

London
money-bag 40000.00-40000.00 Annual
3085485106
Posted 5 days ago

Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service.We''re looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you''re an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you''ll be doingProviding first-class support to Private Client AdvisersPreparing client meeting packs, valuations and documentationManaging workflows, tasks and client data across iO and other systemsHandling new business processing, trades, rebalancing and cash managementActing as a trusted point of contact for clients and providersEnsuring files remain compliant and up to FCA standards What you''ll bring3-5+ years'' experience in an IFA/wealth management admin roleStrong technical knowledge across pensions, investments, ISAs, bonds and trustsExcellent communication skills and meticulous attention to detailConfidence managing workloads and supporting a busy adviser teamExperience using iO, Transact or similar platforms Why this role stands outYou''ll join a respected, people-focused firm with a brilliant culture, hybrid working, and a genuine commitment to professional development. Expect a supportive environment, high standards, and the chance to make a real impact.If you''re proactive, ..... full job details .....

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