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 t...
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
