Location
London
Salary £32000 - £37500 TypePermanent WorkplaceOn-Site Ref89863
Financial Services Administrator IFA
London EC3V
Full?time | Permanent | Hybrid after 36 months
£32,000 £37,500 + Annual Bonus
Full Exam & Study Support Provided
Are you an experienced Financial Services. IFA Administrator looking to progress your career within a high?performing wealth management firm?
This is an excellent opportunity to join a prestigious City?based financial planning business supporting high?net?worth clients.
Due to continued growth and internal promotions, we are looking for a driven and organised Financial Services Administrator to join our expanding core team.
The Role
As a Financial Services Administrator, youll be an essential part of the advice process managing cases from start to finish, supporting advisers, and providing excellent service to clients and providers.
You will gain exposure across Pensions, Investments, Protection, Mortgage administration
This role suits someone who enjoys a fast?paced, client?focused environment and is looking to build a long?term career within financial planning.
What Youll Be Doing
Pipeline & Case Management
1. Progress cases efficiently and proactively
2. Chase outstanding documents from clients and providers
3. Carry out fee reconciliation and maintain accurate records
Financial Administration & Adviser Support
4. Learn the full end?to?end admin process
5. Prepare client review packs and documentation
6. Maintain compliant, up?to?date data across systems
Client Contact
7. Act as a key point of contact for clients
8. Provide regular updates on case progress
9. Respond to queries professionally and efficiently
Compliance & Professional Standards
10. Adhere to FCA, internal and network guidelines
11. Handle all client information with confidentiality
What Were Looking For
Essential:
12. A?Levels (or equivalent)
13. 3+ years experience in Financial Services
14. Strong understanding of pensions, investments & protection
15. Excellent communication skills and attention to detail
16. Ability to manage multiple deadlines in a busy, regulated environment
Preferred:
17. Degree in Finance, Economics, Business or similar
18. 3+ years IFA administration experience
19. Experience with financial platforms and provider systems
20. Familiarity with XPLAN, Dynamic Planner, Voyant (advantageous)
Whats On Offer
21. £32,000 £37,500 starting salary (annual reviews)
22. Annual bonus scheme
23. Full exam & study support (CII qualifications)
24. Hybrid working after 36 months (3 days office, 2 WFH)
25. MondayFriday, 8:30am5:30pm
26. Join a collaborative core team of 15 (Admins, Paraplanners, PAs & Associates)
27. Genuine career progression within a respected city firm
How to Apply
If youre an experienced Financial Services Administrator looking for a role with progression, professional development, and strong team culture, wed love to hear from you.
Click Apply or send your CV for immediate consideration.