Funding your financial services qualifications alongside direct salary increases gives this central London IFA Administrator role a clear competitive edge.
Based in Covent Garden, Greater London, with a starting salary of up to 36,000 plus flexible progression, you will play a central administrative and client liaison role within a collaborative wealth management boutique.
Where you fit in
As an IFA Administrator, you will drive the core day-to-day operations supporting clients and advisers across full financial planning cases. The position exists to provide high-calibre administrative workflow and liaison support, managing product provider interactions and ensuring efficient business processing. Whether you wish to remain a career administrator or eventually step into technical paraplanning or advisory work, structured study support is actively encouraged.
A typical week
- Processing Letters of Authority and submitting new business applications to product platforms.
- Chasing pension, investment, and life assurance providers to resolve case delays proactively.
- Acting as a main liaison point for client queries, updates, and documentation.
- Maintaining back-office CRM systems, client records, and core compliance files.
- Producing accurate valuation statements and preparing paperwork ahead of client review meetings.
IFA Administrator Requirements
- Proven administration experience within a financial services or wealth management environment (essential)
- Strong experience communicating directly with financial product providers and platforms (essential)
- Professional communication skills with a confident approach to client liaison (essential)
- Industry qualifications or active study toward financial planning diplomas (desirable)
- Proficiency in standard back-office software and Microsoft Office applications (essential)
The culture explained
A vibrant, growing independent wealth management practice operating from modern Covent Garden offices. The close-knit team champions open collaboration, high professional standards, and rewarding individual initiative.
IFA Administrator Benefits
- Base salary of up to 36,000 (dependent on experience)
- Full-time working hours with hybrid flexibility (3 days office and 2 days remote)
- 25 days annual leave, plus the option to purchase up to 10 additional days
- employee pension contribution
- Exam reimbursement programme
- Long-term progression routes available
#J-18808-Ljbffr
Ifa Administrator in Warrington employer: Premier Jobs UK Ltd
At Premier Jobs UK Ltd, we pride ourselves on being an excellent employer that fosters a dynamic and supportive work culture. Our apprenticeship programme not only provides hands-on experience in multi-channel marketing but also offers extensive growth opportunities through mentorship and training with QA LIMITED. Located in a vibrant area, we encourage creativity and innovation, making it an ideal place for aspiring marketers to thrive and make a meaningful impact.
