IFA Administrator – London | Up to £38,000 | Hybrid Working
Support a Leading Wealth Management Firm & Elevate Your Career – National IFA firm
Are you an experienced IFA Administrator looking for a role that offers career growth, a dynamic working environment, and hybrid flexibility? Join a highly respected Independent Financial Advisory (IFA) firm in London, where you’ll be a vital part of a team delivering high-quality financial planning solutions.
Salary – Up to £38,000 (DOE)
Hybrid working – Split your time between home and the office 3 days in the office and 2 from home
Established, growing firm with a strong reputation in wealth management
Ongoing professional development and potential for career progression
Supportive and collaborative team culture
Your Role & Responsibilities
Working in a team of Administrators supporting 7 Financial Advisers
As an IFA Administrator, you’ll provide essential support to Financial Advisers and Paraplanners to ensure the seamless delivery of financial planning services. Your responsibilities will include:
Client Administration – Processing new business applications, valuations, and policy updates
Liaising with Providers – Managing correspondence with investment and pension providers
Client Communication – Responding to client queries and ensuring an exceptional service experience
Report & Document Preparation – Supporting advisers with documentation and compliance requirements
CRM Management – Maintaining accurate client records and updating financial systems
To be considered:
Previous IFA/Wealth Management administration experience
Strong understanding of pensions, investments products
Excellent attention to detail and ability to work in a fast-paced environment
A proactive, team-oriented mindset with great communication skills