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.
#J-18808-Ljbffr
Senior IFA Administrator - London Hybrid - Up to &40,000 + Discretionary Bonus employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
