Associate IFA Administrator - London (Hybrid) - £30-35k

A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience.

The role:

• Preparing portfolio reports and pre-meeting documentation


• Reviewing and maintaining accurate client records


• Supporting new business processing


• Managing your own workflow to meet service standards


• Working closely with advisers, paraplanners and wider teams


• Escalating issues promptly to ensure smooth service delivery

What you’ll bring:

• Experience in administration or client servicing (ideally within Financial Services)


• Strong organisational and time-management skills


• Confident written and verbal communication


• Ability to work under pressure and meet deadlines


• Good attention to detail and accuracy


• Proficiency with Microsoft Office


• Willingness to work towards industry qualifications (desirable)

What’s on offer:

• Competitive salary


• Hybrid working


• Full training and development


• Supportive team environment


• Clear progression opportunities

If you’re dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment.

Please send your CV to Ursula at Financial Divisions

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