Location
Barnet
Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89811
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
1. Provide administrative support to financial advisers and paraplanners
2. Prepare and process new business applications
3. Manage client information, documentation, and updates via back-office systems
4. Liaise with providers, clients, and internal teams to ensure smooth workflow
5. Maintain accurate records in line with FCA compliance requirements
6. Assist with producing valuations, illustrations, and review packs
Requirements
7. Minimum 2 years administration experience (IFA/wealth management experience highly preferred)
8. Experience using Intelligent Office (IO) is desirable
9. Strong organisational skills with excellent attention to detail
10. Confident communicator with a proactive approach
11. Ability to work efficiently in a fast?paced advice practice
12. No Level 4 Diploma required
Benefits
13. Death in service protection
14. Income protection
15. Standard pension with matched contributions (auto-enrolment)
16. Standard holiday allowance
17. Additional benefits to be confirmed
Whats on Offer
Youll be joining a friendly, professional, and supportive team where your contribution is valued. While the role is ideally onsite, hybrid is an option.
If youre an experienced administrator looking to take the next step in the IFA/wealth management sector, wed love to hear from you.