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For Companies 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, bonus, private medical insurance, and full study support for qualifications.
- Other info: Hybrid work model with excellent facilities in Central London.
- Why this job: Join a supportive team and develop your career in wealth management with real impact.
- 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: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in IFA or wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment platforms and client onboarding processes. We want you to feel confident discussing your experience and how it aligns with what Tanager Wealth Management is looking for.
✨Tip Number 3
Showcase your attention to detail! During interviews, be ready to share examples of how you've managed client portfolios or handled compliance requirements. This will demonstrate that you're the right fit for their structured environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in IFA or wealth management, and don’t forget to showcase your knowledge of investment platforms and client onboarding.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the IFA Administrator role. Mention specific experiences that align with the responsibilities listed, and show us your passion for delivering excellent client service.
Showcase Your Attention to Detail: Since this role requires high attention to detail, make sure your application is free from typos and errors. Use clear formatting and bullet points to make it easy for us to read through your qualifications and experiences.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at Tanager Wealth Management!
How to prepare for a job interview at Recruitment Rebellion
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and investment platforms. Familiarise yourself with terms like KYC, AML, and the client onboarding journey. This will show that you understand the role and can hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client portfolios or supported advisers. Highlight your experience with back-office systems like Salesforce CRM and any investment platforms you've used. This will demonstrate your hands-on expertise.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s processes and team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your career goals.
✨Attention to Detail is Key
Since this role requires high attention to detail, be ready to discuss how you ensure accuracy in your work. You might want to share examples of how you've maintained records or handled compliance requirements in previous positions.