IFA Administrator – Wealth Management Support
Artemis Recruitment Consultants Ltd · London
Job description
About the role
We are seeking an IFA Administrator to join the Financial Planning Support team in Central London. The role provides essential administrative support for wealth‑management advisers, ensuring client information is accurate and processes run smoothly.
Key responsibilities
- Act as the primary liaison between advisers, clients and third‑party product providers.
- Create and maintain electronic client files using the Curo CRM system.
- Gather information, source quotations, illustrations and supporting documentation.
- Prepare valuations, reports and other materials for client meetings.
- Process new business applications and keep transaction records up to date.
Required profile
- Minimum five years of experience in financial services administration.
- Strong attention to detail and ability to prioritize tasks independently.
- Excellent written and verbal communication skills.
- Graduate degree preferred.
Required skills
- Proficiency with the Curo back‑office system (Microsoft Dynamics CRM).
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Published 1 month ago
Expires 1 week from now
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Artemis Recruitment Consultants Ltd
London