At a Glance
- Tasks: Support advisers and manage client portfolios in a structured, professional environment.
- Company: Tanager Wealth Management, a growing firm with high standards and strong client outcomes.
- Benefits: Competitive salary, discretionary bonus, private medical insurance, and full study support for qualifications.
- Other info: Hybrid work model with a central London office and excellent facilities.
- Why this job: Join a supportive team and develop your career in wealth management with excellent growth opportunities.
- Qualifications: Experience in IFA or wealth management, strong organisational skills, and attention to detail.
The predicted salary is between 42000 - 42000 £ per year.
Up to £42,000 total package
Hybrid (3 days office / 2 home)
Central London office with excellent facilities
The role
Are you an experienced IFA Administrator or Wealth Management professional who understands exactly how financial planning works? Do you have hands-on experience working with investment and custody platforms, supporting advisers, and managing client portfolios through the full advice lifecycle? Tanager Wealth Management is looking for a detail-driven Client Services Administrator to support advisers and deliver a high-quality client experience within a structured, professional environment.
Why this role stands out
- Competitive salary with discretionary bonus
- 5% matched pension
- Private medical insurance & income protection
- Full study support towards industry qualifications (CII / CISI)
- A well-run, process-driven IFA environment
- Supportive, collaborative team with long-term career prospects
What you'll be doing
You'll play a central role in supporting the advice process, ensuring everything runs smoothly from initial instruction through to implementation and ongoing servicing. Key responsibilities include:
- Managing new business submissions across investment platforms
- Handling transfers, re-registrations, and asset movements
- Working daily with platforms such as Transact, Pershing, Dentons, Interactive Brokers
- Supporting advisers with client reviews
- Acting as a point of contact for client and provider queries
- Maintaining accurate records in back-office systems (e.g. Salesforce CRM)
- Preparing forms to facilitate cash movements (e.g. deposits and withdrawals)
- Ensuring all activity meets FCA compliance, AML, and KYC requirements
What we're looking for
This role will suit someone already working within an IFA, wealth management firm, or financial planning environment.
- Experience as an IFA Administrator / Wealth Administrator / Client Service Associate
- Strong understanding of the client onboarding journey
- Proven experience using investment platforms and back-office systems
- Knowledge of pensions, ISAs, investments, and client portfolio administration
- High attention to detail and strong organisational skills
- Comfortable working in a structured, process-driven environment
- Progress towards (or interest in) CII/CISI qualifications is desirable
About Tanager Wealth Management
Tanager Wealth Management is a growing financial planning firm known for its structured approach, high standards, and strong client outcomes. The team operates in a professional, well-organised environment where processes are clear, expectations are high, and people are supported to develop long-term careers in wealth management.
Apply now
We're partnering with Recruitment Rebellion Limited to manage this process. Applications are open for up to 30 days but may close early if the right candidate is identified. Please let us know if you need any adjustments.
IFA Administrator in London employer: Manatal
Tanager Wealth Management is an exceptional employer, offering a competitive salary and a comprehensive benefits package, including a matched pension scheme and private medical insurance. With a strong focus on employee development, the firm provides full study support for industry qualifications, fostering a collaborative and supportive work culture in a well-structured environment located in central London, ideal for those seeking meaningful career growth in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in London
✨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 Manatal. 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 IFA Administrator in London
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 Manatal.
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 Manatal'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 Manatal
✨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 Manatal.
✨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 Manatal 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 Manatal 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.
