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Permanent

Senior IFA Administrator/Wealth Planning Administrator - hybrid working options

London
money-bag 37000.00-37000.00 Annual
3085434827
Posted Today

Senior IFA AdministratorLondon - Mayfair£37,000 - £45,000 (depending on experience)Hybrid working (2 days from home)Client OverviewThis opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group.The London office supports high-net-worth clients and plays an important role in maintaining some of the firm''s most established client relationships.This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment.Role DetailsSupporting one of the firm''s most experienced advisers alongside one other IFA Administrator.Preparing client meeting packs and ensuring all documentation is accurate and compliant.Processing new business applications and liaising with providers for updates and information.Managing client records and maintaining accurate documentation across internal systems.Collaborating with paraplanners and assisting with technical administration to support the advice process.Assisting with the annual review process including preparing review packs and managing follow-up correspondence.Acting as a key point of contact for clients, helping ensure a smooth and professional client experience.What Makes This Role Stand OutWorking directly with o

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