IFA Administrator (Entry level) - Location: London (Hybrid Working) Salary: £25k + Study Support

An excellent opportunity has arisen for a motivated and detail-oriented Entry Level IFA Administrator to join a well-established and growing financial planning firm. This role offers the chance to become an integral part of a supportive Client Technical Services team, providing essential administrative support to Financial Advisers and helping to ensure a smooth and efficient client journey from enquiry through to implementation. The successful candidate will enjoy a varied role, working closely with advisers, providers and internal teams in a collaborative environment that offers excellent long-term career prospects and support with professional development. The Role As an IFA Administrator, you will provide administrative and operational support to both the advisory and technical teams, ensuring client cases are progressed efficiently and in line with regulatory requirements. Key Responsibilities Sending, chasing and collating information from Letters of Authority (LOA) requests Supporting advisers by preparing and obtaining documentation required for new business submissions Ensuring client advice and case notes are accurately recorded within the CRM system Submitting new business cases for compliance review across: Investments Pensions Protection Monitoring workflows and service ...