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| Job Location | London |
| Education | Not Mentioned |
| Salary | Competitive salary |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
IFA Administrator based in London with a well established Wealth Management companyCompetitive salary with good benefitsPURPOSE OF ROLE To provide high quality support within a team, building a relationship with clients whilst delivering a level of service which exceeds expectations. ROLE AND RESPONSIBILITIES Technical administration and dealing with more complex client queries (including bond/unit trust tax calculations, pension funding queries).* Letter writing including ISA, JISA and ISA recommendations, investment suitability letters, overviews and pension reports.* Making sure all letters are up to date with latest regulations and industry changes.* Completing the monthly review of all new business cases and ensure they have been accurately recorded before submitting this to the Finance department.* Organising the team and managing workloads alongside the Finance Executive.* Training new and existing administrators within the team. Delegating more routine work to the Finance Administrators.* Providing guidance to administrators - especially necessary for complex administrative* Liaising with clients and providers, providing regular updates to clients on progress of advice. Particularly when the advisers are in meetings / out of the office. * Attend peer group meetings to discuss best practice/find efficiencies in process. * Maintain client confidence by keeping information confidential. * Occasionally attend client meetings with advisers to provide administration support and to build relationship with clients. * Process more complex new business cases such as Defined Benefit pension transfers. * Liaise with the Finance / Operations / Compliance department in relation to Management Information (MI) requests. QUALIFICATIONS AND EDUCATION REQUIREMENTS * Working towards the Diploma in Regulated Financial Planning, having passed at least 3 exams. * 18 months - 3 years relevant IFA industry experience. * Knowledge of all advice areas including retirement planning and pension consolidation. * Strong understanding of compliance responsibilities and procedures within the firm. * Ability to work within a team, providing support to the FAs within the team via training. * IT competent with knowledge of Intelligent Office an advantage. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.