IFA Administrator

A growing operation is seeking a proactive professional to streamline business support and empower teams to operate at peak efficiency. This opportunity prioritises career growth, autonomy, and the chance to shape everyday workflows within a collaborative environment.

Location and flexibility: the role sits in the Richmond area with hybrid options of 3 days in the office and 2 from home.

Salary up to £45,000

What the role delivers

• The successful candidate will enable smoother operations across multiple teams, ensuring information flows clearly, schedules stay aligned, and critical processes run reliably. This position offers a well-defined path for skill-building, greater responsibility, and meaningful impact on day-to-day activity.

Key responsibilities

• Coordinate cross-team communications, calendars, and information sharing to keep initiatives on track.
• Prepare, organise, and maintain documentation, reports, and standard operating procedures with precision.
• Support project intake, progress tracking, and stakeholder updates to sustain momentum.
• Assist with onboarding activities, training logistics, and knowledge-sharing initiatives.
• Maintain tidy data, records, and process artefacts within approved systems.

Ideal profile

- This employer welcomes professionals who enjoy structured environments, possess strong organisational skills, and collaborate effectively.

• Those who remain composed under pressure and demonstrate a service-oriented mindset will thrive here.

Requirements

A track record of delivering dependable administrative and coordination support; comfort juggling multiple priorities; proficiency with common office software; excellent written and verbal communication; discretion with sensitive information; adaptability to evolving workflows and tools.

• Experience working in an IFA or Wealth Management firm

What you gain: a culture that values initiative, opportunities for progression, and ongoing development supported by mentored learning and exposure to cross-functional projects. The role offers a competitive remuneration package and a balanced approach to work-life integration.