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IFA Administrator – Hybrid – Up to £35k + Study Support

Financial Divisions · London

Hybrid Junior 🇬🇧 English
Intelligent Office

Job description

About the role

We are seeking an IFA Administrator to support a respected Chartered Independent Financial Adviser practice in London. The position offers hybrid working, a clear career progression path and study support towards a professional diploma.

Key responsibilities

  • Act as the primary point of contact for client and adviser queries.
  • Manage annual reviews, investment administration and cash‑flow planning.
  • Perform documentation checks and ensure smooth back‑office operations.
  • Support advisers throughout the client journey and help maintain high service standards.

Required profile

  • Approximately 12 months’ experience in an IFA or wealth‑management administration role (degree advantageous).
  • Confident communicator with strong problem‑solving abilities.
  • Progress towards a professional Diploma or a keen interest in obtaining one.
  • Excellent organisational skills and meticulous attention to detail.

Required skills

  • Experience with Intelligent Office.

What we offer

  • Supportive, award‑winning work environment.
  • Mentoring from experienced advisers and paraplanners.
  • Clear progression routes and career development.
  • Salary between £30k and £35k, dependent on experience.
  • Study support for professional qualifications.

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Published 2 months ago

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Financial Divisions

London