IFA Administrator (Wealth Management)
Job description
Original text imported from Reed
Our client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based in Central London.
Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.
Key tasks will include:
- Acting as the point of contact between advisers, clients and third party product providers
- Establishing and maintaining electronic client files (Curo CRM)
- Obtaining information and maintaining accurate records
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and other material for client meetings
- Processing new business applications and maintaining accurate records of transactions
The role requires the following key attributes;
- Detail: excellent attention to detail
- Prioritisation: the ability to work independently and proactively
- Communication: strong written and verbal communication skills
- Min. five years relevant industry experience required
- Graduate Preferred
If you are interested in this position, please email your CV to Sam at Artemis Recruitment.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your Curo CRM or Microsoft Dynamics experience prominently in your skills section — the advert lists it as a desirable differentiator and few candidates will have it.
📊 Quantify your back-office output: e.g. 'Processed 120+ new business applications per quarter with 99% accuracy, reducing adviser turnaround time by 2 days.'
🎯 Mirror the advert's language in your Personal Statement — use phrases like 'financial planning support', 'new business processing' and 'third-party provider liaison' to pass ATS screening.
📁 Demonstrate your file management discipline by referencing specific CRM or back-office systems you have used (e.g. Intelliflo, Curo, Salesforce) alongside the volume of client records maintained.
🤝 Showcase your adviser-client liaison experience explicitly — the advert emphasises acting as the central point of contact, so cite examples where you coordinated between advisers, clients and product providers simultaneously.
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Processed over 150 new business applications annually within a 5-adviser IFA practice, maintaining 100% accuracy on compliance records and reducing processing time by 3 days through workflow improvements.
- •Managed electronic client files for a portfolio of 300+ clients using Intelliflo CRM, ensuring all records were audit-ready and up to date ahead of quarterly FCA compliance reviews.
- •Coordinated quotations and illustrations from 8 third-party product providers per month, cutting adviser preparation time by 40% by standardising the sourcing and presentation process.
Free to copy — tailoring requires a 30-sec CV upload.
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Letter preview — tailored to Artemis Recruitment Consultants Ltd
Dear Hiring Manager,
Artemis Recruitment's search for an IFA Administrator within a Central London Financial Planning Support team aligns precisely with the back-office expertise I have built over five years in financial services. My hands-on experience processing new business applications, preparing client valuations, and acting as the central liaison between advisers, clients, and third-party product providers means I can contribute from day one.
My background in IFA administration includes maintaining electronic client files within CRM platforms, sourcing quotations and illustrations to tight adviser deadlines, and producing accurate reports for client meetings. I have worked independently across multi-adviser practices, consistently prioritising a high volume of tasks without compromising accuracy or compliance standards.
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Interview questions
10 questions generated from this advert.
Technical
- ›Walk us through how you have used a CRM system such as Curo or Microsoft Dynamics to maintain client records — what processes did you follow to ensure data accuracy?
- ›How do you source and compare quotations and illustrations from third-party product providers, and what checks do you apply before presenting them to an adviser?
- ›Describe the steps you take when processing a new business application from submission through to completion, including any compliance checks.
- ›What back-office systems have you used in previous IFA or wealth management roles, and how quickly did you become proficient in them?
- ›How do you prepare a client valuation report, and what data sources do you typically draw on to ensure it is accurate and up to date?
Behavioural
- ›Tell me about a time you managed competing priorities across multiple advisers simultaneously — how did you decide what to tackle first?
- ›Describe a situation where you identified an error in a client file or transaction record. What did you do and what was the outcome?
- ›Give an example of when you had to communicate complex financial information clearly in writing to a client or third party. How did you approach it?
- ›Tell me about a time you worked proactively without being asked — what did you do and what impact did it have on the team or client?
- ›Describe a challenging interaction with a third-party product provider where you had to chase information or resolve a delay. How did you handle it?
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you managed competing priorities across multiple advisers simultaneously — how did you decide what to tackle first?
Describe a situation where you identified an error in a client file or transaction record. What did you do and what was the outcome?
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