Description

Senior IFA Administrator / Advisor Support – Financial Planning

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.

The Role

• 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.

Team Support & Development

• 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.

About You

• 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.