IFA Administrator / Relationship Manager

IFA Administrator / Relationship Manager

We are currently recruiting for an IFA Administrator / Relationship Manager on behalf of a prestigious family office based in central London. This is an exceptional opportunity to join a world-leading organization renowned for managing over $100 billion in assets for families worldwide. With offices just a short walk from Charing Cross and the West End, the company offers an inspiring and professional working environment.

Role Overview: This role involves working closely with senior advisers to provide seamless support across the client relationship lifecycle. You will be instrumental in managing day-to-day interactions, delivering a high standard of service, and supporting clients with average assets exceeding £1 million.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong relationships, attend meetings, and handle client queries.
• Advice Support: Prepare annual review packs, contribute to simplified advice processes, and oversee implementation of solutions.
• Onboarding and Administration: Assist with onboarding new clients, manage CRM systems, and coordinate with internal and external teams.
• Project Coordination: Drive the progress of client-related actions, ensuring timely delivery of advice and services.

Qualifications and Experience:

• Minimum 4 years of client relationship experience in financial services, ideally within private wealth planning or management.
• Degree-level education or equivalent.
• Knowledge of investments and financial planning products, with a willingness to pursue further qualifications if needed.
• Proven ability to handle complex situations and provide solutions effectively.

Skills and Competencies:

• Strong organisational and multitasking abilities.
• Confidence in engaging with senior professionals and high-net-worth clients.
• Excellent communication skills, both written and verbal.
• Attention to detail and a strong numeracy foundation.
• A team player mindset, with eagerness to learn and grow.

What’s on Offer:

• Salary: £35,000 to £45,000 (dependent on experience)
• Benefits:
  • Annual discretionary bonus
  • Pension
  • Private medical insurance
  • Income protection
  • Season ticket loan
  • Death in service cover
  • Employee assistance program
  • Subsidized gym membership
  • Cycle to work scheme
  • Hybrid working

This role represents a unique opportunity to be part of a world-class organisation, working with high-calibre professionals and supporting ultra-high-net-worth clients.