At a Glance
- Tasks: Support financial advisers and ensure smooth operations in a growing practice.
- Company: Friendly Independent Financial Adviser practice in Barnet, North London.
- Benefits: Competitive salary, structured training, study support, and career progression.
- Other info: Join a supportive team and make a real impact on client experiences.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Organised, detail-oriented, with admin experience or interest in financial services.
The predicted salary is between 30000 - 30000 £ per year.
An excellent opportunity has arisen for a Financial Administrator to join a friendly and growing Independent Financial Adviser (IFA) practice based in Barnet. This role is ideal for an organised and detail-oriented individual looking to build a long-term career within financial services.
Whether you already have experience within an IFA environment or have gained administration experience in a professional services setting and are looking to move into financial planning, this position offers structured training, study support, and genuine career progression opportunities.
The Role
Working closely with the Adviser and supporting the wider client journey, you will play a key role in ensuring the smooth running of the practice and delivering an exceptional client experience.
Key Responsibilities:
- Providing administrative support to the Adviser and paraplanning function
- Processing new business applications across pensions, investments, and protection products
- Preparing client review packs and meeting documentation
- Liaising with product providers, platforms, and clients
