IFA Administrator

An award-winning, fast-growing wealth management firm is seeking a driven and proactive Financial Planning Administrator to join their expanding team in London . Founded to bridge the gap in accessible financial planning, the firm has quickly established a reputation for delivering client-first, goal-oriented advice.

The business is built on the core values of trust, transparency, and purpose-driven planning. With a rapidly growing portfolio and big plans for the future, this opportunity offers the right candidate the chance to grow with the firm, develop professionally, and be part of a close-knit and forward-thinking team.

Responsibilities

Reporting to the Head of Operations, the Financial Planning Administrator will support the day-to-day operations and client servicing, playing a key role in ensuring clients receive an exceptional experience. Duties include:

• Chasing Letters of Authority, information, and conducting research
• Preparing valuations and ensuring back-office records are accurate
• Updating client fact finds and ensuring AML verification is current
• Coordinating with advisers to prepare for review meetings
• Attending client meetings, preparing notes, and supporting advice delivery
• Liaising with third parties (e.g., accountants, solicitors, providers)
• Conducting fund and product research to support suitability reports
• Ensuring compliance and regulatory documentation is complete and filed
• Supporting event logistics and general office administration

Requirements

Essential Skills & Experience:

• Experience in an IFA
• Strong organisational skills and attention to detail
• Ability to work independently and collaboratively in a small team

Salary & Benefits

• Salary: Up to £35,000 depending on experience
• Contract Type: Full-time, permanent
• Working Pattern: Hybrid (4 days in-office, 1 day remote)
• 25 days annual leave + Bank Holidays
• Enrolment into the pension scheme following probation
• Discretionary performance bonus
• Support for professional qualifications
• Access to exclusive industry and social networking events
• Team lunches and socials