IFA Administrator

Career Path:
Clear progression route to Paraplanning or Advising About the Role

We are seeking a detail-oriented and proactive IFA Administrator to join our team in North London. In this pivotal role, you will support the onboarding, submission, and ongoing servicing of a wide range of financial plans and policies. You will act as a key point of coordination between our Advisers, Paraplanners, and clients to ensure seamless case processing and exceptional service delivery.

• New Business Processing: Submit various forms of new business (Pensions, ISAs, GIAs, Protection) following company procedures, including creating Comm Pay lodgements and setting up initial investments.
• Case Management: Monitor case status and ensure plans progress smoothly to transfer or completion.
• Client & Adviser Support: Liaise directly with clients and advisers to provide updates on timescales and send out essential documentation like application summaries and contract notes.
• Data & Compliance: Maintain accurate records within Xplan (or similar back-office systems), ensuring all documentation is correctly categorised and that "four-eyes" quality checks are conducted on all submissions.
• Revenue Management: Match initial and ongoing revenue payments and ensure data feeds are accurately linked to policies.

• Experience: Previous experience in an IFA administration or financial services support role is essential.
• Technical
  
  Skills:
  
  Proficiency in financial back-office systems (e.g., Xplan, Intelligent Office) and Microsoft Office.
• Attention to Detail: High level of accuracy in data entry and a commitment to maintaining compliance integrity.
• Communication: Excellent verbal and written communication skills for professional client and provider liaison.
• Education: A strong foundation in Maths and English (GCSE grade B or above) is typically required.

• Competitive Compensation: A salary of £35,000 plus benefits.
• Flexible Hybrid Working: Balance your time between our North London office and remote work.
• Professional Growth: We are committed to your development.
  
  This role offers a structured progression path into Paraplanning or Advisory roles, with full support for professional qualifications (such as CII or LIBF diplomas).
• Supportive Environment: Work within a collaborative team that values quality assurance and continuous improvement.

To apply, please submit your CV and a brief cover letter outlining your relevant experience in financial services administration.