IFA Administrator – London

Salary: £34,000 to £38,000

Benefits: Discretionary bonus scheme, Dedicated professional development and training support, Pension scheme, Private medical insurance, Life assurance, Income protection

About the Company

A leading Chartered financial planning practice with established offices across London and the regions, known for its collaborative culture, high standards of client service, and committed investment in staff development.

Role Summary

This is an opportunity to join an established Chartered financial planning firm where your administrative skills will directly underpin the delivery of high-quality financial advice. Working closely alongside experienced Financial Planners, you will take ownership of day-to-day client servicing in a collaborative environment that actively supports your ongoing technical growth and career development across wealth management.

Key Responsibilities

• Prepare comprehensive meeting documentation and valuations for client reviews, giving you direct insight into complex financial planning strategies and client portfolios.
• Oversee and process end-to-end client servicing requests and business submissions, developing your technical mastery of provider systems and internal wealth management platforms.
• Act as a trusted point of contact for clients, colleagues, and product providers, building lasting professional relationships and strengthening your communication within the advice process.
• Manage your own administrative workflow across ongoing client files, providing you with full daily autonomy and the opportunity to broaden your understanding of retail financial planning products.

Requirements

• Prior administration or client servicing experience within financial services, ideally within wealth management or independent financial planning.
• Solid familiarity with core financial products, client documentation, and back-office administrative processes.
• Proven ability to organise and manage competing workflow priorities with high accuracy and attention to detail.
• Clear verbal and written communication skills with a collaborative, professional approach to supporting clients and colleagues.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Client Service Associate, Wealth Management Administrator, Financial Planning Administrator, Private Client Administrator, IFA Client Support

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.