Financial Services Administrator – IFA
London EC3V
Full?time | Permanent | Hybrid after 3–6 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, you'll 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 You'll Be Doing
Pipeline & Case Management
Progress cases efficiently and proactively
Chase outstanding documents from clients and providers
Carry out fee reconciliation and maintain accurate records
Financial Administration & Adviser Support
Learn the full end?to?end admin process
Prepare client review packs and documentation
Maintain compliant, up?to?date data across systems
Client Contact
Act as a key point of contact for clients
Provide regular updates on case progress
Respond to queries professionally and efficiently
Compliance & Professional Standards
Adhere to FCA, internal and network guidelines
Handle all client information with confidentiality
What We're Looking For
Essential
A?Levels (or equivalent)
3+ years' experience in Financial Services
Strong understanding of pensions, investments & protection
Excellent communication skills and attention to detail
Ability to manage multiple deadlines in a busy, regulated environment
Preferred
Degree in Finance, Economics, Business or similar
3+ years' IFA administration experience
Experience with financial platforms and provider systems
Familiarity with XPLAN, Dynamic Planner, Voyant (advantageous)
What's On Offer
£32,000 – £37,500 starting salary (annual reviews)
Annual bonus scheme
Full exam & study support (CII qualifications)
Hybrid working after 3–6 months (3 days office, 2 WFH)
Monday–Friday, 8:30am–5:30pm
Join a collaborative core team of 15 (Admins, Paraplanners, PAs & Associates)
Genuine career progression within a respected city firm
How to Apply
If you're an experienced Financial Services Administrator looking for a role with progression, professional development, and strong team culture, we'd love to hear from you.
Click Apply or send your CV for immediate consideration.