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Permanent

IFA Administrator- Financial Planning - London/Hybrid - Salary up to £42k

London
money-bag 37000.00-37000.00 Annual
3086850068
Posted Today

Are you highly organised, detail-driven, and motivated by helping clients receive exceptional financial advice? We''re looking for a proactive Senior Administrator to join a growing financial planning team. This is a pivotal role working closely with advisers and paraplanners to ensure clients receive a seamless, professional, and well-coordinated service.If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in delivering outstanding client support, this could be the perfect next step in your career.About the RoleAs an IFA Administrator, you will be at the heart of the advice process. You''ll manage client reviews, coordinate documentation, support advisers, and ensure our back-office systems are accurate and up to date. You''ll also be a key point of contact for clients, helping maintain strong relationships and ensuring their needs are met promptly and professionally.This is a diverse and rewarding position with real influence over the client experience and the smooth running of the business.Key ResponsibilitiesClient Review and Advice SupportIdentify clients due for review and arrange appointments.Prepare and manage client files, ensuring all required documentation is complete.Gather missing information directly from clients and input data into Intelliflo (IO).Post-Submission and Case ManagementUpload documents to lenders/providers and follow up on outstanding requirements.Keep clients updated throughout the process.Proactively progress new b

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