IFA Administrator in City of London

Job description

Our prestigious central London based client is looking for an experienced IFA Administrator with at least 2/3 years track record in wealth management, to join one of their Adviser teams.

Responsibilities include:

• Collating data and information to prepare client reports
• Contacting product providers to obtain plan information, illustrations, and other details
• Monitoring and progressing client transfers and post transaction reporting
• Organising client management system, making sure it's up to date
• AML documentation
• Assisting with the preparation of client’s tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, and checking accumulation income)
• Onboarding clients and producing Letters of Authority dispatching to relevant companies
• Ensuring reports are bound and dispatched to clients in a timely manner
• Meeting preparation for Advisers
• Assisting with client's tax packs, gathering pension tax information
• Managing team diary
• Develop and stay up to date with technical and industry knowledge
• Attend and engage in firm wide training opportunities

You will need to:

• Have 2/3 years experience in an IFA or wealth management firm
• Be target driven, and able to work in a fast paced environment
• Have excellent attention to detail
• Be organised, methodical, disciplined
• Be a strong team player and able to work under own initiative
• Flexible, driven and determined
• Excellent communication skills

This is a hybrid role being 3 days in the office and 2 working from home.

Our client offers a competitive salary and good benefits package.

To apply for this role, please attach CV or send to sam@artemisrecruitment.co.uk

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Part-time jobs

Published at

11-08-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English