At a Glance
- Tasks: Support financial advisers with administration and ensure smooth client service.
- Company: Friendly boutique financial advice firm in London.
- Benefits: Competitive salary, hybrid work model, and a supportive team environment.
- Other info: Dynamic office atmosphere with opportunities for personal and professional growth.
- Why this job: Join a close-knit team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years as an IFA Administrator or similar role, with strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Our client, a friendly, boutique SJP Financial Advice firm near in London is looking for an experienced IFA Administrator to join their close-knit team.
This is a great opportunity for someone who enjoys being at the centre of a busy office, working closely with advisers and helping deliver a smooth, high-quality service to clients.
You’ll support two advisers and a small support team, playing an important role in keeping the day-to-day running of the business organised and efficient.
It’s a varied role where you’ll be trusted to take ownership of administrative tasks and help ensure everything progresses smoothly for both advisers and clients.
The Role As an IFA Administrator, you’ll be: Supporting two financial advisers with day-to-day administration Processing tasks such as fund switches, rebalancing, and Letters of Authority Preparing and managing client documentation Keeping adviser workflows organised and on track Liaising with providers and ensuring cases progress smoothly Helping maintain a high standard of service for clients What You’ll Bring At least 2 years’ experience as an IFA Administrator (ideally from an SJP Practice), or in a similar role A strong financial services administrator who enjoys a busy role Organised, proactive and confident handling technical tasks Someone who works we...
