IFA Administrator

IFA Administrator - Barnet, North London
Salary: £30,000 - £34,000

A well-established Independent Financial Advisory (IFA) practice in North London is seeking a proactive and organised individual to support the IFA Administrator team and work with Financial Advisers to ensure seamless client service.

Due to a period of growth, the company are looking for two individuals to join the team. They are looking for someone local who is happy to work in the office the majority of the week as they relocate into their brand new site in Barnet. One day a week working from home is company standard after the probation period.

On the job training and support will be offered and provided regarding systems, procedures, tools and IO (back office database).

• Provide comprehensive administrative support to financial advisers and/or Directors

• Process new business applications and maintain client records

• Liaise with clients, providers, and internal teams to ensure efficient workflow

• Prepare reports, documentation, and client review packs

• Ensure compliance with industry regulations and internal policies

• Handle client queries in a professional and timely manner

• Previous experience in an IFA Administrator or similar role within financial services

• Strong understanding of pensions, investments, and financial products

• Excellent organisational skills and attention to detail

• Proficiency in using financial CRM systems (such as IO)