Financial Administrator London (Hybrid)/ Wealth Management

Financial Divisions; City Of London; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

A respected financial services firm in London is seeking an IFA Administrator to provide high-quality admin support to advisers and clients. The ideal candidate will have 1-2 years of experience in financial administration and possess strong organisational, communication, and IT skills. This role offers a salary up to £32,000 based on experience, hybrid working arrangements, and opportunities for career progression.

Benefits

Salary up to £32,000 (DOE)

Hybrid working

Career progression

Company benefits

Supportive environment

Qualifications

• 1-2 years' experience in financial administration.
• Knowledge of pensions, investments, and the advice process.
• Strong IT skills.

Responsibilities

• Provide admin support to advisers and clients.
• Maintain client records and data entry.
• Liaise with product providers and handle queries.

Skills

Organisational skills

Communication skills

Attention to detail

Job description

Overview

We are working with , a respected London-based Independent Financial Adviser, who are seeking an IFA Administrator to join their centralised administration team. This is a fantastic opportunity for an organised, detail-driven individual looking to progress their career in financial services.

The Role

You'll provide high-quality admin support to advisers and clients, ensuring records are accurate and processes run smoothly. Key duties include:

• Maintaining up-to-date client records and data entry.
• Submitting applications, processing fund switches and LOAs.
• Liaising with product providers, clients, and colleagues.
• Preparing review packs and supporting adviser meetings.
• Managing the client review process and handling queries.

Over time, you'll take on more technical cases and develop your skills further.

About You

• 1-2 years\' experience in financial administration.
• Knowledge of pensions, investments, and the advice process.
• Strong IT, organisational, and communication skills.
• Detail-focused, proactive, and eager to progress your career.

What\'s on Offer

• Salary up to £32,000 (DOE).
• Hybrid working (London office).
• Career progression, company benefits, and a supportive, sociable environment.

If you\'re a motivated administrator with ambitions in financial services, we\'d love to hear from you.

Contact Sam at Financial Divisions.