At a Glance
- Tasks: Provide top-notch admin support to financial advisers and paraplanners.
- Company: Reputable financial planning firm in the heart of London.
- Benefits: Up to £38,000 salary, hybrid working, and quarterly bonuses.
- Other info: Enjoy a supportive environment with opportunities for long-term growth.
- Why this job: Join a professional team and make a real impact in financial planning.
- Qualifications: 2+ years in IFA Administration preferred; strong organisational skills required.
The predicted salary is between 31500 - 38500 £ per year.
Wealth Planning Administrator – City of London
Salary
Up to £38,000 (plus quarterly bonuses)
Location
City of London
Type
- Full-time, permanent
- An excellent opportunity has arisen for an experienced
Wealth Planning Administrator to join a highly regarded and well-established financial planning firm based in the City of London.
This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients.
Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions.
The Role
- Provide comprehensive administrative support to Financial Advisers and Paraplanners.
- Prepare and process new business applications, valuations, and policy information.
- Liaise with product providers and clients to obtain and manage key documentation.
- Maintain accurate client records on internal systems and ensure all compliance requirements are met.
- Support advisers with meeting preparation, follow-up actions, and client communication.
- Assist with workflow management and contribute to the continuous improvement of administrative processes.
About You
- Ideally 2 + years’ experience in an IFA Administration role (1 years+ will be considered).
- Strong knowledge of financial planning processes, products, and platforms.
- Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively.
- High attention to detail and accuracy in data handling and documentation.
- Confident communication skills and a proactive, team-focused approach.
- Experience with back-office systems such as Intelligent Office (IO) would be advantageous.
- The Offer
Salary up to around £38,000 , depending on experience and qualifications.
- Hybrid working, 3 days in office and 2 from home
- Supportive, professional working environment with long-term stability.
- Opportunity to work within a respected firm that values quality, integrity, and client service.
This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.
Wealth Planning Administrator in London employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
