IFA Administrator - Boutique Wealth Firm - Hybrid (London) - Up to £35K


Company 

Financial Divisions

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£30,000 - £35,000 Per Annum

Job Requirements/Description

Are you an experienced IFA Administrator ready to take your career to the next level? Join a prestigious boutique IFA firm that works exclusively with Ultra High Net Worth (UHNW) clients, delivering fully holistic and truly independent financial advice.

About the Firm

This is a rare opportunity to become part of a highly respected, client-centric wealth advisory firm based in London. Known for its bespoke service and deep relationships with UHNW individuals, the firm offers a collaborative, professional, and forward-thinking environment where your contribution truly matters.

The Role

As an IFA Administrator, you'll play a pivotal role in supporting both Advisers and Paraplanners with seamless, end-to-end administrative support. This is a hands-on position that requires initiative, precision, and a client-first mindset.

Key Responsibilities:

  • Processing Letters of Authority (LOAs) and liaising with third-party providers
  • Updating and maintaining client records and CRM systems
  • Onboarding new clients and preparing documentation for client meetings
  • Handling client queries with professionalism and care
  • Supporting Paraplanners with additional administrative tasks as needed

What We're Looking For

  • Minimum 12 months' experience in an IFA administration role
  • Strong understanding of financial planning processes and documentation
  • Excellent communication and organisational skills
  • A proactive, detail-oriented approach with a genuine passion for client service

What's on Offer

  • Salary up to £35,000 (DOE)
  • Hybrid working model (London-based office)
  • Full support for professional development and industry qualifications
  • Clear progression path within a growing, dynamic firm

If you're looking for a new challenge in a high-touch, high-value environment where your skills will be recognized and nurtured-this is the role for you.

Apply now to be considered or reach out for a confidential chat.

Company 

Financial Divisions

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£30,000 - £35,000 Per Annum

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