IFA Administrator jobs in London

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 also handle client withdrawals, phased investing and client data maintenance on investment platforms.

You will work closely with our Head of Operations, paraplanners and advisers so good communication skills are important.

You will have the chance to enhance your technical knowledge and skills.

Senior IFA Administrator (SJP) - Beckenham, Kent We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms...

Location London Salary £31000 - £31000 TypePermanent WorkplaceHybrid Ref87694 Recruiter Managing This Role Position: IFA Administrator Location: Hampstead, London Salary: £31,000, flexible depending on experience This opportunity sits within a rapidly expanding group of companies, based in their Hampstead office. They are a growing financial planning firm and prides itself on providing...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into...

Job Description Fram is working with a boutique financial planning firm in London that provides bespoke advice to a loyal client base of senior finance professionals, including hedge fund managers and private investors. The business is known for its high professional standards and collaborative, supportive culture. The firm is looking to engage with an experienced IFA Administrator to support...

We are currently working with a Financial Planning practice who are looking to recruit an IFA Administrator in their Harrow office. They are looking for someone who has experience working in a similar role. Purpose To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales;...

Job Description Fram is working with a boutique financial planning firm in London that provides bespoke advice to a loyal client base of senior finance professionals, including hedge fund managers and private investors. The business is known for its high professional standards and collaborative, supportive culture. The firm is looking to engage with an experienced IFA Administrator to support...

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...

We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate will have good knowledge of Intelligent Office. This role also Key Contributions: Maintaining good relationships...

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...

We are proudly assisting a well established IFA client of ours who are looking to add an additional Administrator to their lovely team. This client of ours provide Independent Advice to high net worth clients and retail customers. Guiding Clients through the complex financial decisions they have to make throughout their lives, and advise on a range of products such as; Savings and investment...

We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role.Strong IT skillsIHT...

We are currently recruiting for a highly regarded Financial Planning practice based in Southgate who are looking to recruit a IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and...

Location - Putney Salary - £30,000-£35,000+ Role - IFA Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and...

We are currently working with a Wealth Management firm who are looking to recruit an IFA Administrator in their Croydon office. They are looking for someone who has experience working in a similar role. Purpose To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and...

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...

We are currently recruiting for a National Financial Planning company that are looking to recruit 2 IFA Administrators to join their team. This will be a home-based role but you may be required to go to the office on the odd occasion. This is a great opportunity to join a highly regarded Financial Planning practice. Candidates skills Provide high-quality support to our AdvisersAssist Advisers...

We are currently recruiting for a highly regarded boutique financial planner who are looking to recruit an experienced Administrator to join their team in London. Purpose of Role To provide exceptional quality administrative and technical support to companies Head of International Private Clients, and to other members of the team in advisory and technical roles. This is a busy role assisting the...