A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced Financial Administrator to join its friendly and supportive team.
This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial services and financial planning, working alongside experienced Advisers and Paraplanners in a collaborative environment.
The Role
As a Financial Administrator, you will provide essential administrative support to the advisory team, helping to ensure clients receive an efficient, professional and high-quality service throughout the financial planning process.
Key Responsibilities
- Processing new business across pensions, investments and protection
- Preparing and maintaining accurate client documentation
- Liaising with clients, providers and third parties
- Preparing client review packs and supporting annual review meetings
- Monitoring business pipelines and following up outstanding requirements
- Obtaining policy information and chasing outstanding documentation
- Supporting Advisers and Paraplanners with day-to-day administration
- Maintaining accurate client records and internal systems
- Ensuring all work is completed accurately and in line with FCA and compliance requirements
Why This Role Stands Out
- Join a successful and growing IFA practice
- Friendly and supportive working environment
- Hybrid working available
- Ongoing training and professional development
- Genuine career progression within financial planning
- Potential opportunity to progress towards Paraplanning for the right individual
Working Pattern
Location: Harrow / North West London
Working: Hybrid - typically 2-3 days from home
Culture: Supportive, collaborative and flexible
Package
Salary: Up to £35,000 depending on experience
- Benefits: Pension and study support
- Progression: Clear long-term career development opportunities
Requirements
- Previous experience within financial services administration
- Experience as a Financial Administrator, IFA Administrator or Financial Planning Administrator
- Ideally, experience dealing with pensions, investments and/or protection
- Understanding of financial planning processes and FCA-regulated environments
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Financial Administrator -North West London-Up to &35,000 - Hybrid - Career Progression employer: Confidential
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