We’re partnered with a respected London-based IFA who are looking for a Financial Administrator to join their centralised administration team. This is a great opportunity for someone with a strong eye for detail who’s looking to develop their career within financial services.
The Role
*Maintain accurate client records and update systems
*Submit applications, process fund switches and LOAs
*Liaise with product providers, advisers, and clients
*Prepare review packs and support adviser meetings
*Manage the client review process and resolve queries
*Over time, take on more technical administration and progress your skills
About You
*1–2 years’ experience in financial services administration
*Knowledge of pensions, investments, and the advice process
*Strong IT, organisational, and communication skills
*Detail-oriented, proactive, and keen to build a career in wealth management
What’s on Offer
*Salary up to £32,000 DOE
*Hybrid working from London office
*Career progression, training, and excellent company benefits
*Friendly, supportive team environment
If you’re an ambitious administrator ready to take the next step in financial services, we’d love to hear from you.
Contact Jo at Financial Divisions.