Client Facing IFA Administrator - Central London - Salary up to £35k Study Support

Financial Planning

Full-time | Hybrid Working Available

Join a dynamic financial planning firm as an Administrator within a centralised support team. This is a fast-paced, detail-driven role where you'll play a key part in maintaining accurate client records, processing applications, and supporting advisers with high-quality administrative service.

What You'll Do:

• Manage client data and documentation with precision
• Liaise with providers and internal teams to progress financial advice
• Prepare reports, valuations, and meeting materials
• Support client reviews and ensure compliance standards are met
• Attend team meetings and contribute to continuous improvement

What You’ll Bring:

• 1–2 years’ experience in financial administration
• Strong knowledge of pensions, investments, and the advice process
• Excellent organisational and communication skills
• High attention to detail and confidentiality
• Proficiency in Microsoft Office; Intelligent Office experience a plus

Why Apply? Enjoy career progression, a sociable and professional environment, and the opportunity to grow your technical expertise in financial services.

If this sounds of interest to you, please do not hesitate to contact Ursula at Financial Divisions