IFA Administrator
London, hybrid (3 days office-based)
£36,000 – £42,000
9am – 5pm, 35 hours per week (flexible start/finish times, 1-hour lunch)
This boutique Chartered IFA practice works closely with one of the UK’s top accountancy firms, giving their clients access to a wide range of financial planning and tax expertise.
The team is small, dynamic, and highly collaborative - three Chartered Advisers (Directors), three Paraplanners, and a close-knit Client Support team. You’ll enjoy a non-corporate, supportive culture where everyone plays a key role.
We are seeking an experienced IFA Administrator to provide one-to-one support to a Chartered Financial Planner. This is a varied role where you’ll take ownership of administration tasks and annual review processes.
Looking for someone with experience with:
* Preparing and processing client documentation, including annual review packs (using Dynamic Planner)
* Using Intelligent Office (IO) systems
* Working across different platforms such as Aviva, AJ Bell and Abrdn.
Benefits
* Competitive salary (£36k – £42k)
* Death in Service
* Income Protection
* Exam support (exam cost covered, 1–2 study days per exam, mock exam support)
* Hybrid working (3 days in the office)
* Quarterly team meetings followed by social events
* Annual Christmas party (plus a second party with the accountancy practice) and big birthday celebrations
* Small, close-knit team culture – supportive, collaborative, and personable
This role would suit someone who thrives in a smaller, non-corporate environment and wants to play a hands-on role in supporting a friendly adviser, while building strong long-term relationships with clients and colleagues.