Financial Administrator London (Hybrid)/ Wealth Management

  • Financial Divisions
  • Sep 10, 2025
Full time Banking Finance

Job Description

We are working with , a respected London-based Independent Financial Adviser, who are seeking an IFA Administrator to join their centralised administration team. This is a fantastic opportunity for an organised, detail-driven individual looking to progress their career in financial services.

The Role

You'll provide high-quality admin support to advisers and clients, ensuring records are accurate and processes run smoothly. Key duties include:

  • Maintaining up-to-date client records and data entry.
  • Submitting applications, processing fund switches and LOAs.
  • Liaising with product providers, clients, and colleagues.
  • Preparing review packs and supporting adviser meetings.
  • Managing the client review process and handling queries.

Over time, you'll take on more technical cases and develop your skills further.

About You

  • 1-2 years' experience in financial administration.
  • Knowledge of pensions, investments, and the advice process.
  • Strong IT, organisational, and communication skills.
  • Detail-focused, proactive, and eager to progress your career.

What's on Offer

  • Salary up to £32,000 (DOE).
  • Hybrid working (London office).
  • Career progression, company benefits, and a supportive, sociable environment.

If you're a motivated administrator with ambitions in financial services, we'd love to hear from you.

Contact Sam at Financial Divisions.