Full job descriptionSenior IFA Administrator / Advisor Support – Financial Planning

Hybrid (North London) | £35,000 DOE | Career Progression | Award-Winning Firm
A leading, multi-office Financial Planning business is seeking a highly organised Senior IFA Administrator to provide first-class Adviser and client support. This hybrid role suits someone who thrives in a busy environment, enjoys working closely with Advisers, and delivers exceptional client service throughout the full advice journey.
The Role*Manage new leads, prospects and client records.
*Prepare compliance packs, meeting documentation and review materials.
*Coordinate Adviser diaries, client meetings and follow-up actions.
*Act as a key client contact, ensuring timely, professional communication.
*Maintain AML, fee agreements, risk profiles and Fact Finds.
*Support Paraplanners with case preparation and suitability report documentation.
*Pre-populate applications and monitor client platform cash levels.
*Liaise with providers and internal teams to progress cases smoothly.
*Review, edit and upload meeting notes.
Team Support & Development*Contribute to weekly team meetings and track agreed actions.
*Provide updates on case progress and highlight potential issues.
*Support high-value new business cases.
*Attend client meetings when required.
*Engage in ongoing training and development aligned with your progression plan.
About You*Experience in financial services administration or Adviser support.
*Strong organisation and attention to detail.
*Excellent communication and client service skills.
*Confident managing multiple tasks and deadlines.
*CRM/back-office system experience (preferred).
*Proactive, collaborative and client-focused.