IFA Administrator in City of London

Job description

IFA Administrator

London, hybrid (3 days office-based)

£36,000 – £42,000

9am – 5pm, 35 hours per week (flexible start/finish times, 1-hour lunch)

This boutique Chartered IFA practice works closely with one of the UK’s top accountancy firms, giving their clients access to a wide range of financial planning and tax expertise.

The team is small, dynamic, and highly collaborative - three Chartered Advisers (Directors), three Paraplanners, and a close-knit Client Support team. You’ll enjoy a non-corporate, supportive culture where everyone plays a key role.

We are seeking an experienced IFA Administrator to provide one-to-one support to a Chartered Financial Planner. This is a varied role where you’ll take ownership of administration tasks and annual review processes.

Looking for someone with experience with:

• Preparing and processing client documentation, including annual review packs (using Dynamic Planner)
• Using Intelligent Office (IO) systems
• Working across different platforms such as Aviva, AJ Bell and Abrdn.

Benefits

• Competitive salary (£36k – £42k)
• Death in Service
• Income Protection
• Exam support (exam cost covered, 1–2 study days per exam, mock exam support)
• Hybrid working (3 days in the office)
• Quarterly team meetings followed by social events
• Annual Christmas party (plus a second party with the accountancy practice) and big birthday celebrations
• Small, close-knit team culture – supportive, collaborative, and personable

This role would suit someone who thrives in a smaller, non-corporate environment and wants to play a hands-on role in supporting a friendly adviser, while building strong long-term relationships with clients and colleagues.

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Part-time jobs

Published at

10-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English