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 RoleYou’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 their people — and it shows.

What You’ll Need

• Proven experience in a similar IFA or financial services administration role
• Strong knowledge of financial products, platforms, and regulatory requirements
• Confidence using tools like FE Analytics and Microsoft Office
• Excellent communication and time management skills

Ready to join a firm where you’re truly part of the journey? Apply now and take the next step in your financial services career.