Experienced IFA Administrator - Central London - Salary up to £45k + discretionary bonus.
6 Days Old
Independent Wealth Firm
Are you a meticulous, proactive IFA Administrator with a passion for supporting high-performing teams? Our client—an independent wealth and investment firm—welcomes you to their stunning offices nestled in the heart of London.
Working directly with two accomplished Financial Advisers at director level, you'll play an integral role in managing complex cases for high-net-worth clients. This isn’t just administration—it’s the engine room of excellence.
�? Key Responsibilities:
Coordinating fund switches and preparing annual review packs
Onboarding new clients with precision and care
Conducting AML checks, producing illustrations, and compiling valuations
Handling client queries and updating CRM systems with accurate, timely information
?? About You:
You thrive in a fast-paced environment and bring order to complexity
Exceptional organisational skills and laser-sharp attention to detail
Confident communicator and trusted go-to within your team
Passionate about being the backbone of client service and adviser support
?? This role is perfect for someone who loves being the key support in a dynamic team, values responsibility, and knows their impact behind the scenes is absolutely essential.
Ready to step into a role where excellence is not just expecte...
- Location:
- London
- Salary:
- £40,000 - £45,000 per annum
- Category:
- Admin, Office, Secretarial & PA