Ifa Work, Jobs in London, Eng (with Salaries)

IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Senior IFA Administrator
Carlton Mays —London
- £30,000 - £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Work from home
- Life insurance
Quick apply
Senior IFA Administrator
Hoxton Wealth —London
- Microsoft Office
- Administrative experience
- Supervising experience
Quick apply
IFA Administrator
Hoxton Wealth —London
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Experienced IFA Administrator
HarperLees Financial Planning —Ingatestone
- £28,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply
Experienced Client Administrator (IFA)
HarperLees Financial Planning —Ingatestone
- £28,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply
23h
Director, Global Policy & Advocacy (Education Financing)
Malala Fund —London
- £88,400 - £99,800 a year
- Full-time
- Hybrid work
- Travel
- Communication skills
Quick apply
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Business Development Associate - UK Advisory (Wealth)
Aviva —London
- Part-time
- Sales
- Business development
- IT
- Employee discount
7d
Fees Administrator
Charles Stanley —London
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
CIB - Investment Banking - Infrastructure Finance and Advisory (EMEA - Emerging Markets) - London - VP
JPMorganChase —London
- Full-time
- Engineering
- Analysis skills
- Project management
Regional Business Development Manager - Investments
Aviva —London
- Part-time
- Business development
- IT
- Communication skills
- Employee discount
Partner Experience
Saturn —London
- Full-time
- Financial services
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Marketing Specialist
Wellington Management —London
- Full-time
- Remote
- Project management
- Presentation skills
- Organisational skills
Head of Marketing
Puma Capital Group —London
- Hybrid work
- Leadership
- Tax experience
- Marketing
End Point Assessor for Learning and Skills Teacher (Level 5) - West Midlands Region
Pearson —London
- Education
- Travel
- Teaching
Head of Retail Retirement - BNY Investments
The Bank of New York Mellon Corporation —London
- Full-time
Partnerships Executive
Charles Stanley —London
- Full-time
- Business development
- In-person
- Communication skills
End Point Assessor for Learning and Skills Teacher (Level 5) - South East Region
Pearson —London
- Education
- Travel
- Teaching

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ifa jobs near london, eng

IFA Administrator

Moore Kingston Smith
London

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Job details

Permanent | Full-time
£30,000 - £36,000 a year

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
Communication skills
Tax experience
Certificate in Insurance

Full job description

Description

We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client-first approach, ethical practice, and continuous professional development. We provide holistic financial planning — covering wealth management, family protection, retirement planning, and property finance — while integrating ESG principles for clients who value responsible investing.

Our financial planning team is growing rapidly, now nearly 50 strong, and we’re proud of the collaborative, values-driven culture we’ve built through organic growth and strategic acquisitions. We’re now looking for IFA Administrators to join our team as Client Services Executives, with a strong background in IFA administration within a financial planning or wealth management business.

In this role, you'll play a key role in delivering an exceptional client experience. Working closely with advisers and administrators, you’ll ensure accurate documentation, timely implementation of recommendations, and compliance with FCA regulations. This is an opportunity to be part of a collaborative, fast-growing team where your work directly supports clients in achieving their financial goals.

Key Responsibilities

Client Service & Administration

Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally.
Prepare documentation and meeting packs for adviser/client appointments, including quotations and illustrations.
Process new business and related documentation accurately, taking ownership of the full lifecycle of transactions.
Maintain up-to-date client records within internal systems and produce valuations as required.
Implement adviser recommendations and handle adviser charge, fee, and commission enquiries.
Provide general administrative support to ensure high standards of client service.

Compliance & Quality

Ensure all activities comply with FCA regulations, Treating Customers Fairly (TCF) principles, and internal policies.
Support compliance reviews and resolve outstanding file queries.

Communication & Collaboration

Build and maintain strong working relationships with advisers, colleagues, and external providers to deliver an efficient service.
Liaise across departments and offices in a professional manner.

Operational Support

Manage incoming enquiries, telephone calls, and meeting arrangements, including room bookings and visitor coordination.
Maintain electronic filing systems and assist with general office administration.
Contribute to project work and process improvement initiatives.

Professional Standards

Complete mandatory training and engage in ongoing personal development.
Uphold company values and ensure a positive client experience in all interactions.
Undertake additional duties as required.

Skills, Knowledge and Expertise

Essential Skills & Competencies

Excellent communication skills, both written and verbal, with the ability to build strong relationships.
Proficient in Microsoft Office applications (Word, Excel, Outlook) for accurate documentation and reporting.
Strong planning, organisational, and prioritisation skills to manage multiple tasks effectively.
High attention to detail and accuracy in all work.
Ability to adapt to a fast-paced, changing environment and meet tight deadlines.
Proactive approach to identifying process improvements and driving efficiencies.
Strong team player with the ability to work independently and use initiative.
Customer-focused mindset, ensuring a positive client experience in all interactions.

Experience

Previous IFA administration experience is essential, typically gained over approximately three years.
Familiarity with new business processing and mortgage administration (desirable).
Broad understanding of financial products and providers available on the open market (desirable).

About Moore Kingston Smith

At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding.

Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions.

Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network.

Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future.

Come and join us to make a difference.

Quick apply

Refine Your Search

ifa jobs in london, eng

IFA Administrator

Senior IFA Administrator

Senior IFA Administrator

IFA Administrator

Experienced IFA Administrator

Experienced Client Administrator (IFA)

Director, Global Policy & Advocacy (Education Financing)

Trainee Financial Adviser

Business Development Associate - UK Advisory (Wealth)

Fees Administrator

CIB - Investment Banking - Infrastructure Finance and Advisory (EMEA - Emerging Markets) - London - VP

Regional Business Development Manager - Investments

Partner Experience

Financial Planner - Surrey

Marketing Specialist

Head of Marketing

End Point Assessor for Learning and Skills Teacher (Level 5) - West Midlands Region

Head of Retail Retirement - BNY Investments

Partnerships Executive

End Point Assessor for Learning and Skills Teacher (Level 5) - South East Region

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