Financial Adviser Administrator

Fram Search; England; On-site; GBP 28,000 - 36,000; Full time

Job summary

A boutique financial planning firm in London is seeking an experienced IFA Administrator to provide support across client administration. The role involves preparing and submitting new business and liaising with product providers, making attention to detail essential. Ideal candidates will have experience in wealth management and strong communication skills. This opportunity is full-time and offers collaborative working within a high-performing team.

Qualifications

• Experience in an IFA or wealth management environment.
• Ability to work with back-office systems.
• Pride in delivering accurate, high-quality work.

Responsibilities

• Support two advisers across all aspects of client administration.
• Prepare and submit new business and maintain client records.
• Liaise with product providers and ensure smooth onboarding processes.
• Assist with client risk analysis.

Skills

Communication skills

Organizational skills

Attention to detail

Tools

Intelliflo

FE Analytics

MoneyInfo

Job description

This range is provided by Fram Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Fram Search

Fram is working with a boutique financial planning firm in London that provides bespoke advice to a loyal client base of senior finance professionals, including hedge fund managers and private investors. The business is known for its high professional standards and collaborative, supportive culture.

The firm is looking to engage with an experienced IFA Administrator to support two advisers across all aspects of client administration. The role involves preparing and submitting new business, maintaining client records, liaising with product providers, and ensuring smooth onboarding processes. Professionalism and attention to detail are essential, as this position is often the first point of contact for clients.

There is scope to become involved in light paraplanning tasks such as preparing review packs, producing reports, running cashflow models, and assisting with client risk analysis. The position would suit someone who enjoys being closely involved in the client journey within a small, high-performing team.

Candidates should have experience in an IFA or wealth management environment and be comfortable using back‑office systems such as Intelliflo, FE Analytics, or MoneyInfo. Strong communication skills, organisation, and pride in delivering accurate, high‑quality work are key.

Applicants must have the right to work in the UK.

Seniority level

Associate

Employment type

Full‑time

Job function

• Administrative and Customer Service
• Investment Management, Financial Services, Office Administration

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