Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Senior Advisers in a dynamic team environment focused on client success.
- Company: Award-winning boutique Financial Planning practice with a supportive culture.
- Benefits: Hybrid working, 25 days holiday, PMI, company bonus, and pension contributions.
- Why this job: Join a fast-paced team and work with high-net-worth clients for real impact.
- Qualifications: 5 years experience in Financial Planning Administration and strong technical skills.
- Other info: Great progression opportunities in a values-driven team.
The predicted salary is between 36000 - 60000 £ per year.
A boutique, and well-renowned Chartered independent Financial Planning practice is looking for a Senior IFA Administrator to directly support Senior Advisers on a pod team basis. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.
You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.
If you would like the opportunity to work with high-net-worth clients, and are excited to join a fast-paced client team, this would be a brilliant role for you.
What’s needed to be considered?
- 5 years of experience in a Financial Planning Administrator (or Senior IFA Administrator) role
- Experience using IO, XPlan, Curo or similar back office systems is essential
- Proven experience of providing quality support to Financial Planners & Paraplanners
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Senior IFA Administrator in City of London employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Senior IFA Administrator role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on trust and client relationships. Be ready to share how your experience aligns with their mission and how you can contribute to their award-winning team.
✨Tip Number 3
Showcase your tech skills! Since experience with systems like IO, XPlan, or Curo is essential, be prepared to discuss your proficiency with these tools. Maybe even bring examples of how you've used them to improve processes in your previous roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, our specialist consultants are ready to help you every step of the way, so you’re not going it alone!
We think you need these skills to ace Senior IFA Administrator in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in Financial Planning Administration and any relevant back office systems like IO or XPlan. We want to see how your skills match what we're looking for!
Showcase Your Values: Since we value a trustworthy approach to advice, it’s important to reflect this in your application. Share examples of how you've demonstrated integrity and client focus in your previous roles. This will help us see if you’re a good fit for our team!
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. A friendly tone can make your application stand out. We’re looking for someone who fits into our team culture, so show us who you are!
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application gets to the right people quickly. Plus, it’s super easy! Just follow the prompts and you’ll be one step closer to joining our award-winning team.
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning administration. Familiarise yourself with the systems mentioned in the job description, like IO, XPlan, and Curo. Being able to discuss your experience with these tools will show that you're ready to hit the ground running.
✨Showcase Your Values
This company values trust and client-focused advice, so be prepared to discuss how you embody these principles in your work. Think of examples from your past roles where you've demonstrated integrity and a commitment to providing excellent service.
✨Prepare for Team Dynamics
Since you'll be working in a pod team, it's important to highlight your teamwork skills. Be ready to share experiences where you've successfully collaborated with advisers or paraplanners, and how you contributed to a positive team environment.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team culture, progression opportunities, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.