Ifa Administrator

Funding your financial services qualifications alongside direct salary increases gives this central London IFA Administrator role a clear competitive edge.

Based in Covent Garden, Greater London, with a starting salary of up to 36,000 plus flexible progression, you will play a central administrative and client liaison role within a collaborative wealth management boutique.

Where you fit in

As an IFA Administrator, you will drive the core day-to-day operations supporting clients and advisers across full financial planning cases. The position exists to provide high-calibre administrative workflow and liaison support, managing product provider interactions and ensuring efficient business processing. Whether you wish to remain a career administrator or eventually step into technical paraplanning or advisory work, structured study support is actively encouraged.

A typical week

• Processing Letters of Authority and submitting new business applications to product platforms.
• Chasing pension, investment, and life assurance providers to resolve case delays proactively.
• Acting as a main liaison point for client queries, updates, and documentation.
• Maintaining back-office CRM systems, client records, and core compliance files.
• Producing accurate valuation statements and preparing paperwork ahead of client review meetings.

IFA Administrator Requirements

• Proven administration experience within a financial services or wealth management environment (essential)
• Strong experience communicating directly with financial product providers and platforms (essential)
• Professional communication skills with a confident approach to client liaison (essential)
• Industry qualifications or active study toward financial planning diplomas (desirable)
• Proficiency in standard back-office software and Microsoft Office applications (essential)

The culture explained

A vibrant, growing independent wealth management practice operating from modern Covent Garden offices. The close-knit team champions open collaboration, high professional standards, and rewarding individual initiative.

IFA Administrator Benefits

- Base salary of up to 36,000 (dependent on experience)
- Full-time working hours with hybrid flexibility (3 days office and 2 days remote)
- 25 days annual leave, plus the option to purchase up to 10 additional days
- employee pension contribution
- Exam reimbursement programme
- Long-term progression routes available

What happens next, call to action

Your application comes directly to Premier Jobs UK. Our team reviews every submission and personally replies to every applicant, ensuring you receive clear feedback. If your background aligns with the client brief, we schedule a consultation to understand your career aspirations before discussing next steps. Nothing is shared with the hiring firm without your explicit permission. Apply today to explore this IFA Administrator position in Covent Garden, Greater London.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.