At a Glance
- Tasks: Support financial advisers and clients with exceptional service and organisation.
- Company: Award-winning financial planning firm with a dynamic, multi-office environment.
- Benefits: Competitive salary, career progression, hybrid work model, and ongoing training.
- Other info: Engage in a supportive culture with opportunities for personal and professional growth.
- Why this job: Join a thriving team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 38250 - 46750 £ per year.
- Senior IFA Administrator / Advisor Support – Financial Planning
- Hybrid (North London) | £35,000 DOE | Career Progression | Award-Winning Firm
- A leading, multi-office Financial Planning business is seeking a highly organised
Senior IFA Administrator to provide first-class Adviser and client support.
This hybrid role suits someone who thrives in a busy environment, enjoys working closely with Advisers, and delivers exceptional client service throughout the full advice journey.
The Role
- Manage new leads, prospects and client records.
- Prepare compliance packs, meeting documentation and review materials.
- Coordinate Adviser diaries, client meetings and follow-up actions.
- Act as a key client contact, ensuring timely, professional communication.
- Maintain AML, fee agreements, risk profiles and Fact Finds.
- Support Paraplanners with case preparation and suitability report documentation.
- Pre-populate applications and monitor client platform cash levels.
- Liaise with providers and internal teams to progress cases smoothly.
- Review, edit and upload meeting notes.
- Team Support & Development
- Contribute to weekly team meetings and track agreed actions.
- Provide updates on case progress and highlight potential issues.
- Support high-value new business cases.
- Attend client meetings when required.
- Engage in ongoing training and development aligned with your progression plan.
About You
- Experience in financial services administration or Adviser support.
- Strong organisation and attention to detail.
- Excellent communication and client service skills.
- Confident managing multiple tasks and deadlines.
- CRM/back-office system experience (preferred).
- Proactive, collaborative and client-focused.
IFA Administrator in London employer: Rayment Recruitment Careers
Join a highly regarded accountancy practice in Bury St Edmunds, where you will thrive in a friendly and supportive environment that values employee growth and development. With a diverse client portfolio and opportunities to supervise junior team members, this role offers not just a competitive salary of £40,000 per annum, but also a chance to build strong professional relationships and advance your career in a well-established firm.
Contact Details:
Rayment Recruitment Careers Recruitment Team
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 Rayment Recruitment Careers. 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 Rayment Recruitment Careers.
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 Rayment Recruitment Careers'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 Rayment Recruitment Careers
✨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 Rayment Recruitment Careers.
✨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 Rayment Recruitment Careers 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 Rayment Recruitment Careers 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.
