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Permanent

Senior IFA Administrator / Team Leader - London/ Hybrid - £45,000 + Excellent Bonus and Be

London
money-bag 40000.00-40000.00 Annual
3109831773
Posted 1 week ago

Hybrid - 2 days per week in LondonIf you''re an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you''re ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you''ve been waiting for.My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For.They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team.The OpportunityThis is not a standard admin role. You''ll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks.You''ll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of:Overseeing workflow allocation and supporting the development of junior team membersProviding advanced technical administration across pensions, investments, ISAs, bonds, trusts and protectionPreparing detailed meeting packs, valuations and suitability review documentationManag

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