IFA Administrator/Wealth Planning Administrator

Based London – Bank

Salary £27000 – £35000 depending upon experience + Bonus


Are you at the beginning of your IFA Administration career, and looking for a company

that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?

Are you looking for the opportunity to progress into a paraplanner or adviser role down

the line?

If so, this opportunity could be your next step.


The company:

Our client is a boutique financial planning company, who are part of Best Practice IFA Group.

They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.

The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.


The role:

  • The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
  • You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
  • Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser


As well as this progression opportunity they also offer:

  • Discretionary Bonus scheme
  • Buzzy we work office space based right by bank station.
  • 25 days holiday
  • Option for hybrid working available (min 3 days in the office)

Desirable candidates:

The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.

A minimum of 1 years experience in a similar wealth planning admin role is desirable


If you think this role could be your next step, then please apply.