At a Glance
- Tasks: Support top Advisers with high-profile clients and manage complex financial planning tasks.
- Company: Leading independent financial planning firm with a stellar reputation.
- Benefits: Salary up to £40,000, discretionary bonus, and hybrid working model.
- Other info: Clear career progression into Paraplanning and excellent mentoring opportunities.
- Why this job: Join a supportive team and gain exposure to sophisticated financial cases.
- Qualifications: Experience as an IFA Administrator with strong attention to detail.
The predicted salary is between 51750 - 63250 £ per year.
Are you an experienced IFA Administrator looking to take the next step in your career with a leading independent financial planning firm? We're working with a highly respected, fully independent wealth management business with an outstanding reputation in the industry. Due to continued growth, they're looking to appoint a Senior IFA Administrator to support one of their top-performing Advisers, working with a sophisticated portfolio of High Net Worth and Ultra High Net Worth (UHNW) clients.
The Role
This is far more than a standard administration position. You'll play a key role in delivering a first-class client experience while providing technical support across the full financial planning process. Your responsibilities will include:
- Managing Letters of Authority (LOAs) and provider correspondence
- Pension transfers and investment transactions
- Fund switches and portfolio administration
- Preparing illustrations, valuations and client documentation
- Supporting client meetings and annual reviews
- Maintaining accurate client records and back-office systems
- Liaising with providers, platforms and third parties
- Technical administration across pensions, investments, protection and tax planning strategies
- Working closely with a highly successful Adviser to ensure a seamless client journey
Why Join This Firm?
- Salary up to £40,000
- Discretionary annual bonus
- Hybrid working model with 4 days in the London office and 1 day from home
- Exposure to complex HNW and UHNW financial planning cases
- Join a highly regarded independent IFA with an excellent industry reputation
- Strong team culture with a collaborative and supportive environment
- Excellent mentoring from experienced professionals
- Clear career progression path into Paraplanning for those looking to advance their technical expertise
- Opportunity to develop your knowledge across all areas of holistic financial planning
Who We're Looking For
We're keen to speak with experienced IFA Administrators who enjoy the technical side of financial planning and are looking to build a long-term career within a high-quality advice firm. You'll have strong attention to detail, excellent organisational skills, and a desire to develop your technical knowledge across investments, pensions, protection, and tax-efficient planning strategies. If you're looking for a role that offers genuine career progression, exposure to complex client work, and the chance to work alongside a market-leading Adviser, we'd love to hear from you.
Get in touch for a confidential discussion.
Senior IFA Administrator - London Hybrid - Up to £40,000 + Discretionary Bonus employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator - London Hybrid - Up to £40,000 + Discretionary Bonus
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior IFA Administrator - London Hybrid - Up to £40,000 + Discretionary Bonus
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
