Adviser Support - Independent Chartered IFA - London
Location: London
Job Ref: US
Salary: £30,000–£35,000
Work From Home option: Yes
Award‑Winning Firm
Are you an ambitious IFA Administrator looking for your next step?
This highly respected Chartered Financial Planning firm, known for its market‑leading brand and exceptional client care is expanding its Client Services function and seeking a motivated individual ready to grow.
The Role
Your responsibilities will include:
- Managing inbound adviser and client queries
- Ownership of Annual Review production, including plan updates
- Basic cashflow modelling using Voyant
- Collating data and checking complex cost disclosures
- Supporting pension/ISA top‑ups and plan maintenance
- Investment administration: rebalancing, fee approvals, fund instructions, quarterly reporting
- Supporting unallocated fee resolution
- Responsibility for adviser and client diary management
- LOA’s & dealing with 3rd party providers
This is a role that will evolve over time, ideal for someone who enjoys variety, responsibility and continuous development.
About You
- 12+ months IFA administration experience
- Working towards the Diploma in Regulated Financial Planning (1–2 exams completed advantageous)
- Strong communication skills and a confident telephone manner
- Experience with Word, Excel, Outlook
- Intelligent Office
- Exposure to cashflow tools or Analytics portfolio builder desirable
Why Apply?
You’ll join an award‑winning, supportive firm that invests heavily in training, mentoring and long‑term career development. This is a genuine opportunity to progress toward paraplanning, advisory or senior client management pathways.
Please send your CV to ursulasloan@financialdivisions.co.uk