We’re partnered with a respected London-based IFA who are looking for a Financial Administrator to join their centralised administration team. This is a great opportunity for someone with a strong eye for detail who’s looking to develop their career within financial services.

The Role

• Maintain accurate client records and update systems
• Submit applications, process fund switches and LOAs
• Liaise with product providers, advisers, and clients
• Prepare review packs and support adviser meetings
• Manage the client review process and resolve queries
• Over time, take on more technical administration and progress your skills

About You

• 1–2 years’ experience in financial services administration
• Knowledge of pensions, investments, and the advice process
• Strong IT, organisational, and communication skills
• Detail-oriented, proactive, and keen to build a career in wealth management

What’s on Offer

• Salary up to £32,000 DOE
• Hybrid working from London office
• Career progression, training, and excellent company benefits
• Friendly, supportive team environment

If you’re an ambitious administrator ready to take the next step in financial services, we’d love to hear from you.

Contact Jo at Financial Divisions.