Location: City of London

Salary: Negotiable depending on experience

Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics?  With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.

Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.

The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.

This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.

It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.


Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.

Desirable experience

Experience within an IFA Administration role is essential.

If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.

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

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.