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London, Greater London
IFA Administrator

IFA Administrator

Heat Recruitment

Posted 8 hours ago, valid for 25 days

London, Greater London N8 7HR, England

Full Time

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Sonic Summary

The IFA Administrator position in Barnet, North London offers a salary range of £30,000 to £34,000.
The role requires previous experience in an IFA Administrator or a similar position within the financial services sector.
Candidates should possess a strong understanding of pensions, investments, and financial products.
The position involves providing administrative support to financial advisers, processing new business applications, and ensuring compliance with industry regulations.
The company is looking for proactive individuals who are willing to work primarily in the office, with one day a week available for remote work after the probation period.

IFA Administrator - Barnet, North LondonSalary: £30,000 - £34,000

A well-established Independent Financial Advisory (IFA) practice in North London is seeking a proactive and organised individual to support the IFA Administrator team and work with Financial Advisers to ensure seamless client service.Due to a period of growth, the company are looking for two individuals to join the team. They are looking for someone local who is happy to work in the office the majority of the week as they relocate into their brand new site in Barnet. One day a week working from home is company standard after the probation period.On the job training and support will be offered and provided regarding systems, procedures, tools and IO (back office database).

Key Responsibilities:

Provide comprehensive administrative support to financial advisers and/or Directors
Process new business applications and maintain client records
Liaise with clients, providers, and internal teams to ensure efficient workflow
Prepare reports, documentation, and client review packs
Ensure compliance with industry regulations and internal policies
Handle client queries in a professional and timely manner

Requirements:

Previous experience in an IFA Administrator or similar role within financial services
Strong understanding of pensions, investments, and financial products
Excellent organisational skills and attention to detail
Proficiency in using financial CRM systems (such as IO)

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