IFA Administrator to Paraplanner - Hybrid Working - London - to £40,0000 + Full Study Support

Our specialist financial planning client in London is looking to welcome an experienced IFA Administrator to their team.

This is a boutique independent firm that focuses on Inheritance Tax planning and retirement advice for high-net-worth clients, typically with estates between £2m and £10m. The firm has built a strong reputation for delivering thoughtful, tailored advice and takes a refreshingly creative approach to growing its client base.

Because the advice provided is highly bespoke, the administrative work behind the scenes is varied and interesting, and no two days are the same. It's a team that enjoys solving problems and finding smart ways to get things done, rather than simply following the same processes every time.

The Opportunity

This is a hybrid role based in London, with the flexibility to work from home 4 days per week.

As an IFA Administrator, you'll play a key role in supporting advisers and ensuring the advice process runs smoothly from start to finish.

Your responsibilities will include:

• Processing applications and managing provider correspondence

• Ensuring paperwork and documentation is completed accurately

• Liaising with providers to clarify requirements and resolve queries

• Preparing documentation for advisers and client meetings

• Managing workflow and keeping cases progressing smoothly

• Completing provider applications and trust documentation

• Chasing providers to avoid delays or errors

Who They're Looking For

Our client is looking for someone who has experience in financial services administration who enjoys being part of a professional, collaborative team.

You'll ideally have:

• 2+ years' experience as an IFA Administrator

• Strong organisational skills and attention to detail

• Confidence communicating with providers and clients

• Experience completing provider applications and documentation

• A proactive mindset and willingness to support the wider team

Experience using financial planning software, research tools or cashflow modelling systems would be ideal, though not essential.

Due to expected organic growth within the firm, there will be a clear pathway into a Paraplanner role within 1-2 years for the right person. If you're already studying towards your Level 4 Diploma, that's great. If not, our client is more than happy to provide full study support, including help with materials and exams, for someone who is keen to develop their career within financial planning.

What's On Offer

• Hybrid working with the flexibility to work from home 4 days per week

• Opportunity to join a highly specialised financial planning firm

• Support with professional qualifications

• A collaborative and forward-thinking team environment

Why This Role?

This is a great opportunity for an IFA Administrator to join a high-quality advice firm which offers a genuine opportunity to progress, where the work is interesting and your contribution genuinely matters.

If you're interested in this opportunity, please send your CV to Harry at Financial Divisions