IFA Administrator - Boutique Chartered IFA - Hybrid, London - Salary £35-40k

Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care.

The Opportunity

You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish.

This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people.

Key Responsibilities

• Provide high-quality administrative support to advisers and paraplanners
• Prepare client packs, valuations and documentation ahead of meetings
• Process new business, top-ups, withdrawals and transfers
• Liaise with providers to obtain policy information and track cases
• Maintain accurate client records on the CRM
• Assist with annual reviews and ongoing servicing requirements
• Support compliance processes and ensure files meet FCA standards
• Contribute to the smooth running of the office and wider client journey

About You

We're looking for someone who brings:

• 2+ years' experience in an IFA/wealth management administration role
• Strong understanding of pensions, investments and protection products
• Excellent attention to detail and a methodical approach
• Confident communication skills and a professional manner
• Strong IT skills (Word, Excel, CRM systems)
• A positive, proactive attitude and a genuine team spirit
• Progress toward industry exams (desirable, not essential)

Why Join This Firm?

This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include:

• Hybrid working
• Support with exams and professional development
• Clear progression pathways
• A collaborative, down-to-earth team culture
• The stability and prestige of a Chartered, independent practice

If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step.

Please send your CV to Ursula at Financial Divisions