IFA Administrator - London - Hybrid - Salary up to £35k + discretionary bonus + study support
17 Days Old
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 Role You’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 th...
- Location:
- London
- Salary:
- £30,000 - £35,000 per annum
- Category:
- Admin, Office, Secretarial & PA