Ifa Administrator

Premier Jobs UK Ltd; Warrington; Hybrid; GBP 22,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

25 days holiday

Pension scheme

Exam reimbursement

Long-term progression

Job summary

Premier Jobs UK Ltd is seeking an IFA Administrator based in Covent Garden, London, offering a base salary of up to £36,000 with flexible progression. The role centers on central administrative and client liaison support within a boutique wealth management practice.

You will manage Letters of Authority, liaise with product providers, maintain CRM records, and prepare valuation statements for client reviews, with hybrid working (3 days in office, 2 remote).

Qualifications

• Proven administration experience within a financial services or wealth management environment (essential).
• Strong experience communicating directly with financial product providers and platforms (essential).
• Professional communication skills with a confident approach to client liaison (essential).
• Industry qualifications or active study toward financial planning diplomas (desirable).
• Proficiency in standard back-office software and Microsoft Office applications (essential).

Responsibilities

• Processing Letters of Authority and submitting new business applications to product platforms.
• Chasing pension, investment, and life assurance providers to resolve case delays proactively.
• Acting as a main liaison point for client queries, updates, and documentation.
• Maintaining back-office CRM systems, client records, and core compliance files.
• Producing accurate valuation statements and preparing paperwork ahead of client review meetings.

Skills

Admin experience

Client liaison

Communication skills

Office software

Microsoft Office

Financial services knowledge

Industry study toward diplomas

Education

Financial planning diplomas (desirable)

Tools

Product/ provider platforms

Job description

Funding your financial services qualifications alongside direct salary increases gives this central London IFA Administrator role a clear competitive edge.

Based in Covent Garden, Greater London, with a starting salary of up to 36,000 plus flexible progression, you will play a central administrative and client liaison role within a collaborative wealth management boutique.

Where you fit in

As an IFA Administrator, you will drive the core day-to-day operations supporting clients and advisers across full financial planning cases. The position exists to provide high-calibre administrative workflow and liaison support, managing product provider interactions and ensuring efficient business processing. Whether you wish to remain a career administrator or eventually step into technical paraplanning or advisory work, structured study support is actively encouraged.

A typical week

• Processing Letters of Authority and submitting new business applications to product platforms.
• Chasing pension, investment, and life assurance providers to resolve case delays proactively.
• Acting as a main liaison point for client queries, updates, and documentation.
• Maintaining back-office CRM systems, client records, and core compliance files.
• Producing accurate valuation statements and preparing paperwork ahead of client review meetings.

IFA Administrator Requirements

• Proven administration experience within a financial services or wealth management environment (essential)
• Strong experience communicating directly with financial product providers and platforms (essential)
• Professional communication skills with a confident approach to client liaison (essential)
• Industry qualifications or active study toward financial planning diplomas (desirable)
• Proficiency in standard back-office software and Microsoft Office applications (essential)

The culture explained

A vibrant, growing independent wealth management practice operating from modern Covent Garden offices. The close-knit team champions open collaboration, high professional standards, and rewarding individual initiative.

IFA Administrator Benefits

• Base salary of up to 36,000 (dependent on experience)
• Full-time working hours with hybrid flexibility (3 days office and 2 days remote)
• 25 days annual leave, plus the option to purchase up to 10 additional days
• employee pension contribution
• Exam reimbursement programme
• Long-term progression routes available