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

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