IFA Administrator

IFA Administrator – Shaping the Future of Wealth Management

An exciting opportunity has arisen for an experienced IFA Administrator to make a meaningful impact at one of London’s most dynamic and innovative financial advisory startups. The ambitious firm, now entering its second successful year, already manages over £24 million in Assets Under Management (AUM) and has pipeline of over £2Million a month in new business. 

Salary: up to £50,000

Job Type: Full-time, Hybrid/Office-based, London

• Rapid Growth & Ambition: The successful candidate will work closely alongside one of the UK's leading financial advisers, who has established an exclusive wealth club, attracting prestigious market-leading sponsors. The firm has clear plans for significant expansion, aiming to grow the team to 20 members within the next three years.

• Influential Role: This role involves leading the administration function, establishing, and refining core processes, and supporting the Managing Director’s strategic growth plans.

• Exciting Culture & Environment: The candidate will have the opportunity to help shape the culture of an innovative firm renowned for its professionalism, excellence, and creativity. A collaborative, supportive, and vibrant workplace is assured, where every team member’s contribution is highly valued.

• Professional Development: The firm is committed to supporting ongoing qualifications, structured career progression, and continuous professional training.

• Competitive Package & Flexibility: The role offers an attractive remuneration package, pension scheme, generous holiday allowance, hybrid working arrangements, and additional perks designed to enhance employee wellbeing.

• Establishing and overseeing effective administrative processes to support advisers and paraplanners.

• Preparing and processing new client business, maintaining accurate client records, and ensuring a seamless onboarding experience.

• Managing communications with financial product providers, ensuring timely and accurate policy servicing.

• Ensuring strict compliance with FCA regulations and internal guidelines.

• Delivering exceptional client service, proactively addressing client inquiries, and supporting strong client relationships.

• Proven experience within IFA Administration or Wealth Management administration roles.

• Strong knowledge of financial services, pensions, investments, and relevant regulatory requirements.

• Excellent organisational skills with meticulous attention to detail.

• Proficiency in CRM systems and Microsoft Office Suite.

• Proactive approach, passion for excellence, and collaborative teamwork.

This is a unique chance to join a highly ambitious and successful financial advisory startup in London.

Apply today to become an integral part of this exciting growth story!