Location: London – City

Salary: Negotiable depending on experience – up to £60,000

Are you a senior IFA Administrator who has experience in managing a team and thrives in this role? Are you looking for your next challenge and to work for a successful IFA? Do you enjoy the challenge of a variation of IFA administration as well as managing a team and workflow? Would you enjoy developing and mentoring young professionals who are just starting out in their financial planning development journey. If so, this could be the role for you.


Our client

Our client, based in London close to Cannon Street station, is a forward-thinking holistic      financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. It is a varied and dynamic team of around 50 employees currently, with an enthusiastic and supportive team atmosphere.

The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships. They are a Upbeat, social, dynamic team, who thrive on a job well done and helping each other reach their maximum potential.


The role

The admin function of the practice is split into two parts – consisting of 4 seasoned IFA administrators, who work closely with the paraplanners, as well as junior administrators. The junior administrators work with the senior admin team and are typically graduates or equivalent – individuals who are just starting their journey within financial planning and have joined the company to learn and develop their administrative skills, before moving through to the paraplanning department.

This first role is an essential one in their overall financial planning journey, and the company are now looking for an experienced senior administrator/IFA manager to harness the role of working alongside the senior administrators in the admin department, and also managing and mentoring the Graduates or equivalent joining the company. The role will be varied but hugely rewarding and would suit anyone who thrives in a busy environment, and would gain great satisfaction from developing and mentoring the graduates on their first role within financial planning. The role will involve all aspects of people management as well as managing workflow and developing processes.

The practice boasts some great benefits such as a generous annual bonus scheme of up to 12% for all individuals, 23 days holiday, with the option to buy and sell more as well as the option for working from home twice per week. Above all the warm, and positive atmosphere and client-centric approach really shines through with this practice.


Personal Attributes

  • Passionate about helping other people.
  • Have accuracy and pride in your work.
  • Can confidently and effectively manage and motivate a team
  • Friendly and approachable.
  • Excellent communication skills – both verbal and written.
  • Outstanding organisational skills.
  • Able to manage priorities/deadlines.
  • Have a methodical, ordered, and structured approach to tasks.


Experience / Qualifications

  • Be computer literate, competent with Word, Excel, Outlook, etc.
  • Be an experienced financial services administrator.
  • Excellent written and oral communication skills.
  • Excellent analytical and numerical skills.
  • Excellent time management, organisational, and record-keeping skills.
  • Ability to liaise in a professional and concise manner.
  • Have experience working within an independent wealth management or financial planning firm.
  • team leader/supervisory experience is essential
  • Comprehensive industry experience/knowledge – pensions, investment


If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.