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Financial Services



Type of Position: IFA Administrator (Client Services Support) - London
Pay: £30k - £37k

IFA Administrator (Client Services Support) - London

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.



  • Preparing first meeting packs - as and when required
  • Inputting fact find details into our back office system – Intelligent Office (IO)
  • Set up clients on IO
  • Input case onto IO
  • Input initial fee (commission) onto IO
  • Input expectation of future income onto IO
  • Obtain illustrations (Exchange or other methods)
  • Obtain KFds or KIIds
  • Input ATR Questionnaire into Financial Express (FE) - EValue
  • Print ATR Report outcome via FE
  • Input Lifetime cash forecasting information into via Truth (where relevant)
  • Prepare suitability letters for Adviser sign off (using templates or software)
  • Obtain & copy Anti Money Laundering documents
  • Complete verification form for Adviser signature
  • Pass prepared case to Compliance (using checklist)
  • On-Line Processing (where relevant)
  • Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
  • Chasing business
  • Weekly planning / strategy meeting with Adviser


  • Experience of working within financial services preferable.
  • Understanding of financial products will be an advantage.
  • Good GCSE or A-Level result and proficient at all IT packages.
  • Excellent organisational and administration skills, who demonstrates good attention to detail.
  • Ability to proactively use initiative to problem solve and anticipate next steps.
  • A driven individual with a focus on client service and contributing towards a high-performance culture.
  • Adaptable to change management plans and advocate to business initiatives.
  • IT technically proficient including Office 365.
  • Committed to advocating and encouraging an inclusive and diverse team culture.
  • Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.


Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.


If you are interested in this position, please email your CV to 

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