IFA Administrative Assistant

Location: Sutton

Salary: £30,000 - £37,000 per annum

Job Type: Full-time (Part-time considered)

Are you an organised, customer-focused administrator looking to build a rewarding career within financial services?

A friendly, well-established Independent Financial Adviser (IFA) practice based in Sutton is looking for an Administrative Assistant to join their close-knit team. Whether you already have experience within financial services or are looking to take your first step into the industry, full training will be provided for the right candidate.

This is an excellent opportunity to join a supportive business that genuinely invests in its people, offering long-term career development and progression alongside a competitive salary and benefits package.

The Role

As an IFA Administrative Assistant, you will play a key role in supporting advisers and delivering an exceptional service to clients. Your responsibilities will include:

• Handling client telephone calls and email enquiries.
• Responding to client queries in a professional and timely manner.
• Maintaining accurate client records and documentation.
• Completing a range of administrative duties, including data entry and report preparation.
• Working collaboratively within a small, friendly office-based team.
• Learning new systems and processes through full on-the-job training.

About You

The ideal candidate will have:

• Previous experience in an administration or customer service role.
• Excellent written and verbal communication skills.
• Good working knowledge of Microsoft Office.
• Strong organisational skills with excellent attention to detail.
• A positive attitude and willingness to learn.
• Financial services experience is advantageous but not essential.

What's on Offer

• Salary of £30,000 - £37,000, depending on experience.
• Full training and ongoing support.
• Genuine career progression opportunities.
• Friendly, supportive team environment.
• Part-time hours will also be considered for the right candidate.
• Long-term opportunity with a respected local IFA practice.

If you're looking to join a business where your contribution is valued and you can develop a long-term career within financial services, we'd love to hear from you. Apply today to find out more.