Description

Hybrid (North London) | £35,000 DOE | Career Progression | Award-Winning Firm

A leading, multi-office Financial Planning business is seeking a highly organised Senior IFA Administrator to provide first-class Adviser and client support. This hybrid role suits someone who thrives in a busy environment, enjoys working closely with Advisers, and delivers exceptional client service throughout the full advice journey.

• Manage new leads, prospects and client records.

• Prepare compliance packs, meeting documentation and review materials.

• Coordinate Adviser diaries, client meetings and follow-up actions.

• Act as a key client contact, ensuring timely, professional communication.

• Maintain AML, fee agreements, risk profiles and Fact Finds.

• Support Paraplanners with case preparation and suitability report documentation.

• Pre-populate applications and monitor client platform cash levels.

• Liaise with providers and internal teams to progress cases smoothly.

• Review, edit and upload meeting notes.

• Contribute to weekly team meetings and track agreed actions.

• Provide updates on case progress and highlight potential issues.

• Support high-value new business cases.

• Attend client meetings when required.

• Engage in ongoing training and development aligned with your progression plan.

• Experience in financial services administration or Adviser support.

• Strong organisation and attention to detail.

• Excellent communication and client service skills.

• Confident managing multiple tasks and deadlines.

• CRM/back-office system experience (preferred).

• Proactive, collaborative and client-focused.