ifa admin jobs in London

You will support advisers by preparing client files and managing correspondence. Responsibilities include ensuring compliance with FCA requirements and assisting in new business processing. The ideal candidate has at least 2 years in financial services, possesses strong organisational skills, and communicates effectively with a client-focused attitude.

The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. Reports To: Paraplanner and Financial Planner Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team membersAn understanding of FCA regulations and guidelines relating to financial services...

Type of Position: Financial Administrator (IFA) - London, Harrow Pay: £25,000 - £30,000 Reference: #2331216 Our client is looking for a Financial Administrator to join their team in London . The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are...

Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four...

You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities

You will inherit a high value client book that has been cultivated by the existing advisor for over 40 years!

You will provide exemplary service and work closely with the existing advisor to allow for a seamless transition

You will work in a high functioning, close knit team so a minimum of 2 days per week in the central London office is a must.

You must be Chartered or close to obtaining Proven experience advising HNW clients. Strong communication and relationship-building skills. A client-centric approach with a passion for quality advice. What’s in it for you: Salary up to £75,000 + generous bonus structure. Supportive, professional culture with full paraplanning and admin support.

You will lead a team of 4+ administrators, support process improvements, and help drive exceptional service standards across the department. Key Responsibilities: Lead, support, and oversee the daily operations of the administration team Act as the main escalation point for team queries, workflow, and workload distribution

A leading investment management firm in Greater London seeks an Investment Associate to provide exceptional support to IFAs and clients. The role involves handling administrative tasks, fostering client relationships, and ensuring compliance. Ideal candidates will have an understanding of the IFA market and strong communication skills. This entry-level position offers opportunities for...

You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office

You will oversee ongoing Consumer Duty requirements to ensure client review meetings are scheduled and recorded appropriately

You will also be responsible for diary management for the Partner

You will lead a small team to work on projects prioritised by their commercial and operational importance alongside providing advice to our business (as usual) operations supporting IFA’s who give pension and wider financial services education, guidance and advice.

You will be working on a range of projects that will require strong technical skills and a good understanding of pension legislation.

Our clients are a long established and successful wealth management business based in South London who service Private and Corporate clients across the UK. The role will be to run the operations of the private client business and manage the private client sales support administration team. Duties will include Overseeing the IT CRM System, Overseeing staff Training and Development, providing...

You must have broad product knowledge across investments, pensions, protection, IHT and ideally trusts. You would have access to an office in the region where your support team will be based but the role is very flexible in terms of where you work and how you run your week.

You will advise clients as appropriate to their circumstances and objectives.

Financial Administrator (IFA) - London, Harrow Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted.Point of contact for Adviser / PA queries in relation to...

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of Role Reporting to the Group Administration Manager, this newly created role will support the...

Senior Financial Administrator - London Our client is looking for a Senior Financial Administrator to join their team in London. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client AdvisorsWork with the Private Client Advisors to prioritise tasksFields calls and email queries as appropriate and act on all non-technical queriesProvide...

You will be joining a well-established SJP practice on a self-employed basis. For this role, we are looking for a candidate with at least 2 years advising experience, from either an IFA or SJP background. Our client can offer salary advances whilst you build your client bank (bringing your own clients over is not essential for this role).

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and...

You will also be working closely with the Paraplanners and the Financial Planners to make sure all processes and procedures are maintained within the business. Ideal candidates will have previously managed teams of Support staff in the past and have worked within a Independent Financial Planning practice.