At a Glance
- Tasks: Support Financial Advisers and Paraplanners with administrative tasks and client interactions.
- Company: Join a thriving Independent Financial Advice practice in Barnet.
- Benefits: Competitive salary, excellent benefits, and clear career progression.
- Other info: Dynamic environment with genuine opportunities for professional development.
- Why this job: Be part of a supportive team and grow your career in wealth management.
- Qualifications: Experience in IFA or Financial Planning and strong organisational skills.
The predicted salary is between 28000 - 35000 £ per year.
Salary: £28,000–£35,000 (depending on experience)
Benefits: Excellent benefits package, career progression, supportive team environment
An exciting opportunity has arisen for an experienced IFA Administrator to join a successful and growing Independent Financial Advice practice in Barnet. We are looking for an organised, proactive individual who enjoys delivering exceptional client service and wants to be part of a collaborative, supportive team with genuine opportunities for career progression.
The Role
- Working closely with Financial Advisers and Paraplanners, your responsibilities will include:
- Providing comprehensive administrative support throughout the advice process
- Preparing client documentation and application packs
- Liaising with clients, providers and third parties
- Managing new business submissions through to completion
- Maintaining accurate client records and ensuring compliance standards are met
- Booking client meetings and supporting advisers with diary management
- Assisting with ongoing servicing and client reviews
About You
- Previous experience in an IFA or Financial Planning environment
- Strong organisational and communication skills
We think you need these skills to ace Financial Administrator - route to Paraplanner - Wealth Management Location: Barnet
Organisational Skills
Client Service
Administrative Support
Documentation Preparation
Communication Skills
Compliance Knowledge
Diary Management
