IFA Administrator (Wealth Management) - London - Hybrid - Salary up to £38k

Financial Divisions; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in London is looking for a detail-driven professional for a hybrid support role in client administration. The ideal candidate has 1-2 years of experience, excellent communication skills, and proficiency in Microsoft Office. This position offers competitive salary, hybrid flexibility, and support for professional development within a collaborative team culture.

Benefits

Competitive salary and benefits

Hybrid working flexibility

Support for professional development

Collaborative team culture

Qualifications

• 1-2 years experience in financial services administration or support.
• Excellent communication skills and attention to detail.
• Proficiency in Microsoft Office and CRM systems.

Responsibilities

• Prepare annual client reviews and manage complex charges data.
• Support onboarding of new business and document workflows.
• Maintain accurate client records and assist with compliance tasks.
• Liaise with advisers, paraplanners, and account managers to ensure smooth operations.

Skills

Attention to detail

Excellent communication skills

Client administration experience

Collaboration skills

Education

Progress toward the Diploma in Regulated Financial Planning

Tools

Microsoft Office

CRM systems (e.g., Intelliflo Office)

Job description

Overview

An exciting opportunity has opened for a detail-driven professional to join a fast-paced financial services team in a hybrid support role. This position is ideal for someone with experience in client administration who thrives on collaboration and delivering high-quality service.

Responsibilities

• Prepare annual client reviews and manage complex charges data
• Support onboarding of new business and document workflows
• Maintain accurate client records and assist with compliance tasks
• Liaise with advisers, paraplanners, and account managers to ensure smooth operations

Qualifications

• 1-2 years\' experience in financial services administration or support
• Progress toward the Diploma in Regulated Financial Planning
• Excellent communication skills and attention to detail
• Proficiency in Microsoft Office and CRM systems (e.g., Intelliflo Office)

What\u2019s Offered

• Competitive salary and benefits
• Hybrid working flexibility
• Support for professional development
• A collaborative and client-focused team culture

If you\u2019re ready to take the next step in your financial services career, apply now and help shape outstanding client experiences.

Please send your CV to Sam at Financial Divisions