IFA Administrator - London - Hybrid - Salary up to £35k + discretionary bonus + study support


Company 

Financial Divisions

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£30,000 - £35,000 Per Annum

Job Requirements/Description

Independent Financial Advisory Firm

Are you an experienced IFA Administrator looking to join a genuinely supportive and forward-thinking team? Our client, a highly respected independent IFA based in London, is seeking a dedicated and detail-oriented administrator to help power their growing practice.

About the RoleYou'll be at the heart of the business, supporting Financial Planners and Paraplanners with the essential day-to-day operations that keep client service seamless and professional. Your responsibilities will include:

  • Assisting with client onboarding, including AML and KYC checks
  • Processing Letters of Authority and liaising with third-party providers
  • Preparing documentation for client meetings and annual reviews
  • Using FE Analytics for research and data gathering
  • Producing valuations and illustrations to support advice processes

Why Join Them?? This isn't just another admin role - it's a chance to grow. The company offers full study support, a clear progression path toward becoming a Paraplanner, and a culture where your development is genuinely valued.

? You'll be part of a close-knit, collaborative team that prides itself on supporting one another and delivering top-tier service to clients. They invest in their people - and it shows.

What You'll Need

  • Proven experience in a similar IFA or financial services administration role
  • Strong knowledge of financial products, platforms, and regulatory requirements
  • Confidence using tools like FE Analytics and Microsoft Office
  • Excellent communication and time management skills

Ready to join a firm where you're truly part of the journey? Apply now and take the next step in your financial services career.

Company 

Financial Divisions

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£30,000 - £35,000 Per Annum

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