Experienced Financial Planning Support Administrator

Posted 7 May by Blakemore Recruitment
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We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.

Purpose of role

This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period.


Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to:

Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators

Administration support across client-facing admin teams

Training documentation and delivery

In addition, the role will encompass some of the following duties:

  • Working with the Compliance Department to ensure that processes meet with their requirements
  • Supporting the team with the provision of accurate MI reporting
  • Providing support and liaison between the accounts department and admin teams.

Experience and Qualifications:

The successful candidate will have/be:

  • 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration or operations role
  • 2-3+ years’ experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role)
  • Excellent written and visual presentation skills with high attention to detail
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
  • Understanding of the needs of Financial Services teams and FCA rules and compliance
  • A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.

Required skills

  • Financial Planning
  • Financial Services
  • Investment Management
  • Wealth Management
  • Sales Support

Reference: 52595736

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