IFA Administrator
Salary: £30,000 – £35,000 + Bonus
Location: Barnet, London (Onsite preferred; hybrid considered. Or hybrid after probation)
Employment Type: Full-time
Are you an organised and proactive administrator with experience supporting financial advisers? Our client, a reputable Independent Financial Advisory firm based in Barnet, London, is looking for an IFA Administrator to join their growing team.
This is an excellent opportunity for someone with solid administrative experience within financial services who wants to develop their career in a supportive and professional environment.
Key Responsibilities
- Provide administrative support to financial advisers and paraplanners
- Prepare and process new business applications
- Manage client information, documentation, and updates via back-office systems
- Liaise with providers, clients, and internal teams to ensure smooth workflow
- Maintain accurate records in line with FCA compliance requirements
- Assist with producing valuations, illustrations, and review packs
Requirements
- Minimum 2 years’ administration experience (IFA/wealth management experience highly preferred)
- Experience using Intelligent Office (IO) is desirable
- Strong organisational skills with excellent attention to detail
- Confident communicator with a proactive approach
- Ability to work efficiently in a fast?paced advice practice
- No Level 4 Diploma required
Benefits
- Death in service protection
- Income protection
- Standard pension with matched contributions (auto-enrolment)
- Standard holiday allowance
- Additional benefits to be confirmed
What’s on Offer
You’ll be joining a friendly, professional, and supportive team where your contribution is valued. While the role is ideally onsite, hybrid is an option.
If you’re an experienced administrator looking to take the next step in the IFA/wealth management sector, we’d love to hear from you.