mbf

IFA Administrator / Relationship Manager

About the Employer

Job Description

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 organisation 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.