IFA Administrator to Paraplanner-Full Study Support-4-Day Working Week-to £40k-Career Progression

Our client, a well-established and highly professional financial planning firm based in South-East London, is looking to appoint an IFA Administrator to join their close-knit team.

This role would suit either an experienced career administrator who enjoys being the backbone of a busy advice team, or an administrator looking to develop their knowledge and grow within a supportive environment.

The firm has a strong reputation for delivering high-quality financial planning and operates in a structured, professional way - but without the corporate feel. It's a collaborative and friendly office where everyone plays an important part in the client journey.

The Role

You'll provide key administrative support to the advisers and Paraplanner, helping to ensure that business is processed smoothly and clients receive an excellent service.

Your responsibilities as an IFA Administrator will include:

• New business processing across pensions, investments, and protection
• Handling Letters of Authority and gathering provider information
• Preparing documentation for client meetings and reviews
• Ongoing client servicing and responding to client queries
• Liaising with providers and platforms to progress cases
• Maintaining accurate client records and updating the back-office system

You'll be working with Intelligent Office as the back-office system and dealing with provider platforms such as Transact and AJ Bell.

This is a varied and important role where your hard work, attention to detail and organisation really matter, and will contribute to your long-term progression within the business.

About You

You may already be an experienced IFA Administrator who takes pride in delivering accurate, efficient work. Equally, you could be a developing IFA Administrator keen to deepen your understanding of financial planning and build a long-term career in the profession.

Ideally, you'll already have some experience working within an IFA or financial planning environment and feel comfortable handling new business and ongoing servicing tasks. You'll be organised, able to manage your own workload with confidence, and communicate clearly and professionally with colleagues, advisers, providers and clients. Being within a sensible commuting distance of Blackheath will also be ideal.

Most importantly, you'll be reliable, proactive and enjoy being part of a collaborative, professional, and supportive team.

What's on Offer

• Full-time or 4-day working week considered
• Full study support to allow you to progress within the firm
• Supportive and collaborative working environment
• Close-knit, family feel environment
• Exposure to high-quality financial planning work
• Opportunity to develop your knowledge and progress over time
• Stable, well-structured firm with a strong local reputation

If you're looking for a stable role in a respected firm where your contribution genuinely matters - whether as a long-term administrator or as someone keen to grow - please send your CV to Harry at Financial Divisions.