Senior IFA Administrator

Coast Specialist Recruitment
London, South East England
16 Jul 2017
15 Aug 2017
Contract Type
Full Time

Senior Wealth Administrator

Reporting directly to the business owner/wealth adviser, who can work efficiently, accurately and compliantly within a highly professional environment.

Key Responsibilities

  • Liaising with the existing para planners and administrator.
  • Management of existing workflow
  • Proactive management of client servicing CSM.
  • Appointment making, diary and client event management.
  • Implementing and overseeing Compliance and Training and Competency requirements of the practice.
  • Manage the end to end business processing in line with practice and regulatory standards.
  • Ensure all client files are accurate and up to date.
  • Oversee the on boarding of new clients through to CSM
  • Dealing with clients and liaising with external providers.


  • 3+ years experience working within an IFA.
  • Experience dealing with high net worth clients.
  • Understanding of the product solutions used with high net worth clients.
  • Excellent written communication skills - essential
  • You are well spoken and have excellent telephone skills.
  • Strong time management, organisation and prioritisation skills.
  • Attention to detail with absolute precision.
  • Professional, friendly and approachable manner to clients, colleagues and providers.
  • Able to work to strict deadlines and with conflicting demands without compromising quality.