Senior IFA Administrator – Hybrid Client Services

Financial Divisions; Greater London; Hybrid; GBP 36,000 - 44,000; Full time

Job summary

Financial Divisions in London is seeking a senior IFA Administrator to support 1–3 Financial Advisers. This role emphasizes client service, managing day-to-day inquiries, coordinating planning tasks, and overseeing investment and administration processes.

Based in central London with hybrid working (2 days in office), the role offers up to £40K plus bonus and benefits. You should have 2–3 years in financial services administration, progress toward the Diploma in Regulated Financial Planning, and

Qualifications

• 2–3 years' experience in Financial Services Administration or Sales Support, within Financial Planning/Wealth Management.
• Pursuing the Diploma in Regulated Financial Planning, ideally with one or two modules completed.
• Strong MS Office skills (Word, Excel, Outlook).

Responsibilities

• Act as a key point of contact for client and adviser queries, proactively supporting and triaging requests.
• Coordinate tasks across admin, paraplanning, and advisory teams including new business, LOAs, annual reviews, and charge data.
• Take ownership of Annual Review processes, updating financial plans and cashflow modelling using VoyantGo.
• Assist with complex cost disclosures and ensure efficient completion of investment and pension contributions.
• Perform investment administration tasks such as fund apportioning, rebalancing, approving fees, and quarterly reporting.
• Support diary management initiatives for advisers and client schedules.
• Manage digital paperwork via DocuSign and resolve unallocated fees with Central Admin.

Skills

Communication skills

Microsoft Office

Attention to detail

Education

Diploma in Regulated Financial Planning (in progress)

Tools

Intelligent Office

VoyantGo

Analytics Portfolio Builder

Cashflow systems

DocuSign

Job description

Financial Divisions in London is seeking a senior IFA Administrator to support 1–3 Financial Advisers. This role emphasizes client service, managing day-to-day inquiries, coordinating planning tasks, and overseeing investment and administration processes.

Based in central London with hybrid working (2 days in office), the role offers up to £40K plus bonus and benefits. You should have 2–3 years in financial services administration, progress toward the Diploma in Regulated Financial Planning, and