IFA Administrator Jobs

IFA Administrator

Join a well-established financial institution dedicated to providing comprehensi...

Location

United Kingdom , London

Salary:

27000.00 - 30000.00 GBP / Year ▼

Office Angels

Expiration Date

Until further notice

Requirements

Experience as an administrator
Familiarity with relevant regulations and legislation
Prior experience using Xplan software
Highly organised with excellent communication skills
Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel)
Exceptional attention to detail and accuracy
Ability to manage time effectively and multitask
Remain calm when faced with conflicting demands
Open to change with a creative approach to problem-solving
Demonstrates a positive attitude towards work

Job Responsibility

Handle general client administration tasks
Process and monitor new business using CURO event lists
Create Client Review Packs as trained by the Administration Manager
Ensure Advisor Office is updated with all relevant information
Contact clients to book reviews in line with the client review process
Answering phones and handling inquiries
Draft and send post-meeting letters as required
Keep client Factfinds up to date
Ensure continual compliance with Health & Safety requirements
Maintain clean and organised data records

What we offer

Be part of a prestigious financial institution with a strong reputation
Engage in a dynamic and fast-paced work environment
Utilise and enhance your administrative skills

Fulltime

Admin Team Manager

Join our team as an Admin Team Manager to lead a dedicated team of 4+ administra...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Prior experience in leading a team of administrative staff in an IFA company
Ability to coordinate and manage administrative tasks efficiently
Understanding of regulatory requirements and commitment to compliance
Familiarity with CRM and other administrative tools to enhance efficiency
Excellent communication skills to work seamlessly across departments
A proactive approach to identifying and implementing streamlined procedures
Commitment to ongoing training for team members to keep skills updated

Job Responsibility

Oversee the day-to-day operations of the allocated team
Act as the first point of contact for team queries and workload management
Identify training needs and promote continuous improvement
Process new and existing business efficiently and accurately
Streamline and implement organisational processes within the team
Oversee the client review process and maintain accurate CRS records
Support the team in daily administrative tasks and operations
Drive improvements in service quality, productivity, and efficiency
Collaborate closely with the Head of Administration to achieve business goals
Attend regular meetings with the Head of Administration and team members

What we offer

Conveniently located office just 7 minutes from City Thameslink train station
Supportive and collaborative environment
Equal opportunities employer

Fulltime

Admin Team Leader

Admin Team Leader role supporting and guiding administration team within IFA/Fin...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience managing administrative staff within an IFA or financial services environment
Strong ability to manage workflows, prioritise tasks, and meet deadlines
Excellent customer-service approach with meticulous attention to detail
Understanding of compliance requirements within financial services
Comfortable using CRM systems and administrative software (CURO experience advantageous)
Confident communicator able to collaborate effectively across teams
Forward-thinking approach to identifying areas for improvement
Ability to support team development and promote best practice

Job Responsibility

Lead, support, and oversee the daily operations of the administration team
Act as the main escalation point for team queries, workflow, and workload distribution
Identify training needs and encourage continuous development
Ensure efficient processing of new and existing business
Implement and refine administrative processes to increase efficiency
Oversee the client review process and maintain accurate CRS records
Support the team with everyday administrative duties
Enhance productivity, service quality, and operational performance
Work closely with the Head of Administration to support departmental goals
Attend regular meetings with senior management and team members

What we offer

Convenient location just 7 minutes from City Thameslink station

Fulltime

New

Private Client Support Administrator

Chase de Vere are known as experts in our field and we pride ourselves on the re...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Experience of working within a financial advisory firm
Experience working within defined service standards, policies and procedures
Good communication skills, via email and phone
Good time management and organisational skills
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

Job Responsibility

Providing 1-1 support for Independent Financial Advisers
Responding to day to day technical and process queries from Advisers, Administrators and Clients
Preparing client meeting packs
Recording and updating the back office systems
Booking client review appointments and managing IFA’s diary
Maintaining client files throughout the application stage
Processing new business received via post or online
Loading relevant data on to the CRM database
Updating IFA’s & Clients’ on the progress of their new business cases
Adhering to FCA regulations and internal policy and procedure

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Senior Protection Advisor

We find ourselves needing a Senior Business Protection Advisor to help lead and ...

Location

United Kingdom , Northampton

Salary:

60000.00 GBP / Year

Wallace Hind

Expiration Date

Until further notice

Requirements

Demonstrable experience in a similar role for an IFA, Broker, Wealth Management Business
A recognised qualification in a financial service discipline, something FCA related i.e. CII
Meticulous attention to detail and the ability to communicate to a high level across all mediums

Job Responsibility

Become the Senior member of our protection team dealing with a variety of services but focusing on business protection and insurance
Show the ability to win business and manage your client base cross selling wherever possible
Deal with all client administration required and ensure retention of current business

What we offer

Generous commission / bonus scheme of circa £10-15k Year 1 & £20k pa thereafter
26 days holiday
Pension

Fulltime

Retail Sales Manager

Join us. Let’s care for tomorrow. At Allianz Global Investors we foster a cultur...

Location

Singapore , Singapore

Salary:

Not provided

Allianz

Expiration Date

Until further notice

Requirements

University Graduates, ideally in Business Administration, Finance or Marketing
3-5 years of experience in sales/client services, preferably within asset management
Proficient in MS Word, Excel, PowerPoint
familiar with Bloomberg and Morningstar (Micropal)
Ability to analyze competitive landscapes and provide product differentiation and positioning
Fluent in both spoken and written English and Chinese
Customer service skills, with strong passion for sales
Detail-oriented, patient, and an effective listener
Collaborative team player
Capable of working under pressure and meeting tight deadlines

Job Responsibility

Support Retail Distribution with a focus on SG IFA and Insurance sectors
Manage accounts within the IFA and insurance markets
Address distributor requests for sales and marketing, including campaign support, pitch books, relationship building, and presentations
Coordinate the dissemination of Corporate Actions, Dividend Announcements, Prospectus updates, AGM forms, and Financial Reports
Provide fund information to Platform Information Providers
Offer operational support by liaising with HK Distribution Ops and local Transfer Agents
Collaborate with the Client Services team to manage accounts
Update RFP templates, due diligence questionnaires, and related documents
Conduct KYC processes, including onboarding, monitoring, reviews, and offboarding
Oversee account openings, acting as the main liaison between clients and Ops/Transfer Agents

What we offer

Work flexibly according to internal guidelines (e.g., hybrid model/ flexible working hours)
Access to pension/ savings plans/ Allianz products
Company share purchasing plan
Mental health and wellbeing programs
Career opportunities within the entire Allianz Group
Comprehensive learning and development offerings, including certifications and professional qualifications

New

Referrer Engagement Lead

We are seeking a proactive Referrer Engagement Lead to strengthen and grow the W...

Location

United Kingdom , Oxford

Salary:

Not provided

Welbeck Health Partners

Expiration Date

August 31, 2026

Requirements

Proven track record in client relationship management within healthcare, luxury services, or high-performance environments
Experience in sales-oriented roles with success in growing networks and referrals through outreach
Familiarity with Customer Relationship Management (CRM) systems
High emotional intelligence with exceptional communication skills across all seniority levels
Operational mindset with ability to troubleshoot and improve processes in real-time
Comfortable working in a fast-paced, service-first environment
Effective presentation and communication skills, confident delivering presentations
Full UK driving licence with own vehicle and business insurance
Flexibility to work evenings and some weekends for meetings or events

Job Responsibility

Develop and strategically grow the referrer network through relationship building, an annual calendar of events, and education of stakeholders on Welbeck’s services
Monitor referral trends, maintain the CRM database, and use insights to report on performance in line with commercial plans
Collaborate with leadership to drive growth in activity and revenue, delivering the business development strategy
Lead the development and execution of a proactive referrer engagement strategy, building long-term partnerships with GPs, concierge doctors, corporate medical teams, and other stakeholders
Identify high-value relationships and create bespoke engagement plans to grow referral volumes and loyalty
Serve as the central point of contact for VIP and high-touch referrer accounts, delivering personalised and responsive service
Report to stakeholders on activities, performance, and outcomes
Support teams to deliver a seamless, timely referral process that reflects Welbeck’s commitment to excellence
Develop and maintain innovative communication mechanisms (e.g. WhatsApp groups, fast access channels) to streamline referral processes
Act as escalation point for urgent and same-day referrals, coordinating closely with consultants and internal teams

Fulltime

New

Data Coordinator

As a Data Coordinator, you’ll play a key role in enabling our Data team to deliv...

Location

United Kingdom , Poole

Salary:

29079.00 - 34210.00 GBP / Year

Webrecruit

Expiration Date

January 04, 2026

Requirements

Experience coordinating volunteers, projects, or programmes in a complex environment
Strong organisational and communication skills, with the ability to manage multiple priorities
Confidence working with a range of stakeholders, from technical teams to external partners
An awareness of safeguarding and data governance principles (training provided if needed)
Familiarity with Microsoft 365 tools (Teams, SharePoint, Excel)

Job Responsibility

Manage our volunteer programme from onboarding through to activity coordination and recognition
Build strong partnerships with universities to deliver meaningful student projects
Act as the central point of contact for stakeholders
Ensure everything runs smoothly and safely
Unlock extra capacity and expertise for our data and insight teams

What we offer

Competitive pension scheme
Flexible working and a culture that values work-life balance
26 days’ annual leave plus bank holidays
Life assurance
Excellent health and dental cash plan

Fulltime

IFA Administrator

Office Angels

Location:
United Kingdom, Chelmsford

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

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