Senior Ifa Administrator

3 weeks ago


London, United Kingdom Capio Recruitment Full time

**Job Title: Senior IFA Administrator**

**Location: Central London**

**Salary: £28,000 - £36,000 + Bonus Scheme**

Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior Leadership Team (SLT). You will play a pivotal role in providing comprehensive administrative support to your IFA while contributing to the overall success and growth of our business.

The business has a fun, friendly and dynamic working environment, the company is big on rewarding high performers and is pushing to become the industry’s best place to work

**Key Responsibilities**:

- Provide high-level administrative assistance to your dedicated IFA, including but not limited to managing calendars, arranging client meetings, preparing reports, and handling correspondence.
- Utilise your technical proficiency in financial planning tools, software, and systems to streamline processes, analyse data, and assist in the creation of financial plans and investment strategies.
- Collaborate closely with the IFA in servicing client accounts, ensuring timely responses to client inquiries, managing documentation, and assisting in delivering exceptional client experiences.
- Work collaboratively with the senior leadership team, contributing insights, participating in strategy sessions, and supporting initiatives aimed at enhancing operational efficiency and business growth.
- Maintain a strong understanding of regulatory requirements within the financial services industry, ensuring all administrative practices and client interactions adhere to compliance standards.
- Foster a positive and engaging working relationship with the IFA, embracing their affinity for good-hearted banter while maintaining professionalism and delivering outstanding support.

This position offers an exciting opportunity to work closely with a dynamic IFA, contributing to the success of our business and enhancing client experiences through comprehensive administrative support and technical expertise.

If you are a hardworking, technically minded professional with a passion for providing exceptional support to IFAs and thrive in an environment that embraces camaraderie and good-hearted humour, then this is the role for you

**Synonyms**: Financial Planning Administrator, Financial Service Administrator, Wealth Management Administrator, Financial Planning Support, Client Services Associate

INDJOE#

**Salary**: £28,000.00-£36,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- London: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in London



  • London, United Kingdom Cranleigh Personnel Full time

    **Senior IFA Administrator - Hybrid 1-2 days office based** **Based Farringdon, London** **Salary £30,000 - £40,000** **Are you a Senior IFA Administrator who is now looking for their next move?** **Would you like a 1-1 role where you can use your technical admin experience?** **Are you looking to work on more complex cases for Ultra High Net Worth...


  • London, United Kingdom Cranleigh Personnel Full time

    **Senior IFA Administrator - route through to management** **Location: City, London** **Salary: £35,000 - £45,000** Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge? **Then this may be the role for you** The practice would suit any individual who is looking to become part of a small and supportive team,...


  • London, United Kingdom Financial Divisions Full time

    **plus opportunity to be a shareholder, study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.You will join a team...


  • London, United Kingdom Heat Recruitment Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.You will join a team...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • Ifa Administrator

    1 month ago


    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: London - Wimledon **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays **Salary**: £30,000k ~ £35k Depending on experience. **What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA...


  • London, United Kingdom Blakemore Recruitment Full time

    Senior IFA Administrator Based: Holborn, London Salary: £36,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive...

  • IFA Administrator

    3 days ago


    London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • IFA Administrator

    3 weeks ago


    London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • IFA Administrator

    2 days ago


    London, United Kingdom Profiles Personnel Full time

    IFA ADMINISTRATOR Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • Ifa Administrator

    1 month ago


    London, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...

  • Ifa Administrator

    13 hours ago


    City of London, United Kingdom Heat Recruitment Ltd Full time

    Role: IFA AdministratorLocation: City of LondonSalary: Up to £35,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...


  • London, United Kingdom Financial Divisions Full time

    Due to organic growth, my client has an exciting opportunity for an experienced Senior IFA Administrator to join the team. As a fundamental part of the financial planning process, you will be providing support to the Advisers and Paraplanners. As a Senior IFA Administrator/Relationship Manager, you will complete duties such as sending letters of Authority,...

  • Ifa Administrator

    6 days ago


    London, United Kingdom Cranleigh Personnel Full time

    **Based City, London** **Salary £30,000 - £38,000 depending upon experience** **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are and there...

  • IFA Administrator

    2 days ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time €40,000

    Job Description Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with a larger Investment firm to offer the best solutions. As the...

  • IFA Administrator

    13 hours ago


    City of London, United Kingdom Heat Recruitment Ltd Full time

    Role: IFA AdministratorLocation: City of LondonSalary: Up to £30,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...


  • City of London, United Kingdom Fleet Street Financial Ltd Full time

    _**Remuneration Structure**:_ **Basic Annual Salary: £33,000+** - Dependent on experience and qualifications_ **Bonus Structure**:Yes **Additional Benefits**: 23 day holiday allowance, increasing with length of service 2 week Christmas closure (at Directors discretion) Pension with salary sacrifice option Death in Service Income...