Financial Administrator | London (Hybrid)/ Wealth Management

Financial Administrator | London (Hybrid)/ Wealth Management

Financial Administrator | London (Hybrid)/ Wealth Management

Financial Divisions

Reed

London

10 hours ago

No application

About

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 RoleYou’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 You1–2 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 OfferSalary 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.