About

IFA AdministratorSalary: £30,000-£35,000+Location: Mill HillAre you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team.This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience.What You’ll Be DoingYou’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include:Managing new business processing, including application preparation, tracking and liaising with third partiesSupporting the client review and sales process, including research, valuations and meeting preparationMaintaining accurate client records across internal systemsCoordinating protection quotes and ensuring clients are placed on riskHandling fee statements, investigating discrepancies and supporting compliance returnsAssisting with investment queries and liaising directly with internal and external stakeholdersGeneral office support including scheduling, document preparation, scanning and client hospitalityYou’ll also contribute to improving processes, templates and office efficiency.About YouThe ideal candidate will have:At least 2 years’ experience in a similar role with an IFA, investment manager, platform or professional services environmentStrong knowledge of investments, pensions and life assuranceExcellent organisational skills with a structured, accur