IFA Administrator

Ortus PSR

Posted 8 days ago, valid for 22 days

London, Greater London EC2V 7WS, England

Full Time

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Sonic Summary

The position is for an IFA Administrator in London, offering a salary of up to £38,000 depending on experience.
The role requires previous experience in IFA or Wealth Management administration, ideally with a strong understanding of pensions and investment products.
The job involves supporting a team of Financial Advisers and Paraplanners by managing client administration and communication, as well as preparing documentation.
Hybrid working is available, allowing employees to split their time between the office and home, with a typical schedule of three days in the office and two at home.
The firm is well-established and emphasizes ongoing professional development and a supportive team culture.

IFA Administrator – London | Up to £38,000 | Hybrid Working

Support a Leading Wealth Management Firm & Elevate Your Career – National IFA firm

Are you an experienced IFA Administrator looking for a role that offers career growth, a dynamic working environment, and hybrid flexibility? Join a highly respected Independent Financial Advisory (IFA) firm in London, where you’ll be a vital part of a team delivering high-quality financial planning solutions.

Salary – Up to £38,000 (DOE)

Hybrid working – Split your time between home and the office 3 days in the office and 2 from home

Established, growing firm with a strong reputation in wealth management

Ongoing professional development and potential for career progression

Supportive and collaborative team culture

Your Role & Responsibilities

Working in a team of Administrators supporting 7 Financial Advisers

As an IFA Administrator, you’ll provide essential support to Financial Advisers and Paraplanners to ensure the seamless delivery of financial planning services. Your responsibilities will include:

Client Administration – Processing new business applications, valuations, and policy updates

Liaising with Providers – Managing correspondence with investment and pension providers

Client Communication – Responding to client queries and ensuring an exceptional service experience

Report & Document Preparation – Supporting advisers with documentation and compliance requirements

CRM Management – Maintaining accurate client records and updating financial systems

To be considered:

Previous IFA/Wealth Management administration experience

Strong understanding of pensions, investments products

Excellent attention to detail and ability to work in a fast-paced environment

A proactive, team-oriented mindset with great communication skills

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