IFA Administrator – Financial Planning Support

About the role

We are seeking an IFA Administrator to join a leading financial planning practice in the City of London. The role provides first‑class administrative support to the client services team, helping deliver independent, high‑quality advice to private clients, charities and trustees.

Key responsibilities

• Gather data and prepare monthly client valuations.
• Liaise with product providers to obtain plan information, illustrations and related details for new and existing clients.
• Schedule annual and half‑yearly client reviews and assist the team in compiling reports.
• Coordinate with the implementation team and product providers to monitor client transfers and handle post‑transaction reporting.
• Maintain the client management system (Xplan) by entering up‑to‑date client data.
• Ensure client files are complete, tidy and contain current AML documentation.
• Assist in preparing clients’ tax packs, including checking Consolidated Tax Certificates, Capital Gains Tax, and pension tax information.
• Complete the Client Take‑On process, including ID3 Global checks and issuing Letters of Authority.
• Bind and dispatch client reports promptly.
• Manage the team diary for client and prospect meetings and support meeting preparation.
• Adhere to regulatory compliance and company procedures.

Required profile

• Minimum 2 years’ experience in a financial services administration role.
• Understanding of investment strategy, fund selection, pensions, tax and estate planning is desirable.
• Commitment to professional development and training.

Required skills

• Proficiency with Xplan client management system.
• Experience using ID3 Global compliance checks.
• Knowledge of AML documentation requirements.