Finance Administrator within IFA

About the role

We are seeking a Finance Administrator to join a leading Independent Financial Adviser (IFA) practice in London. You will work within a centralised administration team, providing high‑quality support to financial advisers and ensuring client records are accurate, compliant and up to date.

Key responsibilities

• Maintain and update client records and documentation.
• Prepare and submit applications in line with company procedures and compliance requirements.
• Process Letters of Authority, fund switches and valuation requests.
• Liaise with product providers, advisers and clients, providing regular updates throughout the advice process.
• Support the preparation of client review meetings and associated documentation.
• Manage ongoing client review administration and follow‑up actions.
• Maintain workflow and task lists to meet service standards.
• Assist with reporting and month‑end administration.
• Attend team meetings and training to develop professional skills.

Required profile

• 1‑2 years recent experience in an IFA or financial planning environment.
• Strong attention to detail, numeracy and literacy skills.
• Organised, proactive and comfortable working in a busy administrative setting.
• Interest in financial advice and evidence of this on the CV (e.g., CII diploma).

Required skills

What we offer

• Permanent full‑time position with a salary of £30,000‑£35,000 per annum (DOE).
• Ongoing training, genuine career progression and the chance to move into more technical roles.
• Supportive, professional environment within a respected financial planning business.