IFA Administrator - Hybrid Role in London - Salary up to £38k + study support (US)

Are you a detail-oriented professional with a passion for financial services and a drive to grow your career? Join a highly respected Chartered Independent Financial Advisory firm in London, where your skills will be valued and your development supported.

We're looking for a proactive IFA Administrator to become an integral part of a collaborative team, supporting advisers, paraplanners, and client account managers in delivering exceptional service to clients.

What You'll Be Doing

• Preparing client files before and after meetings
• Managing annual review processes and compiling complex charges data
• Handling documentation via DocuSign and client portals
• Assisting with onboarding new business and managing Letters of Authority
• Maintaining accurate client records and CRM data
• Liaising with compliance to ensure smooth delivery of advice

What You'll Bring

• 2 + years' experience in Financial Services Administration or Sales Support
• Excellent communication skills and a professional telephone manner
• Strong attention to detail and a proactive approach to problem-solving
• Familiarity with Intelliflo Office and Microsoft Office Suite
• Progress toward the Diploma in Regulated Financial Planning (study support provided!)

Work-Life Balance

• Hybrid working model: 2 days in the London office, 3 days working from home
• Supportive team culture with regular collaboration
• Study support to help you achieve industry qualifications

What's on Offer

• Competitive salary and benefits
• Opportunities for career progression and personal development
• A professional, chartered environment committed to excellence
• A team that values your contribution and celebrates success

If you're ready to take your career to the next level in a role that blends structure, flexibility, and purpose, we'd love to hear from you.

Apply now and become part of a team that puts people first.

Please send your CV to Ursula Sloan at Financial Divisions