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Experienced IFA Administrator - Central London - Salary up to £45k + discretionary bonus.

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Job Description - Experienced IFA Administrator - Central London - Salary up to £45k + discretionary bonus.

Independent Wealth Firm

Are you a meticulous, proactive IFA Administrator with a passion for supporting high-performing teams? Our client—an independent wealth and investment firm—welcomes you to their stunning offices nestled in the heart of London.

Working directly with two accomplished Financial Advisers at director level, you'll play an integral role in managing complex cases for high-net-worth clients. This isn’t just administration—it’s the engine room of excellence.

? Key Responsibilities:

  • Coordinating fund switches and preparing annual review packs
  • Onboarding new clients with precision and care
  • Conducting AML checks, producing illustrations, and compiling valuations
  • Handling client queries and updating CRM systems with accurate, timely information

?? About You:

  • You thrive in a fast-paced environment and bring order to complexity
  • Exceptional organisational skills and laser-sharp attention to detail
  • Confident communicator and trusted go-to within your team
  • Passionate about being the backbone of client service and adviser support

?? This role is perfect for someone who loves being the key support in a dynamic team, values responsibility, and knows their impact behind the scenes is absolutely essential.

Ready to step into a role where excellence is not just expected—it’s celebrated?

Email your CV to Ursula at Financial Divisions to arrange a confidential discussion.

Original job Experienced IFA Administrator - Central London - Salary up to £45k + discretionary bonus. posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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