Location: City of London

Salary: Negotiable depending on experience

Are you an IFA Administrator looking for your next challenge within IFA administration, and the chance 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 Bishopsgate, 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 10 people in total.

The setup currently involves advisers and senior administrators working very closely together and the role consists of admin and client servicing support. The paraplanning is currently conducted by the advisers, but due to a new hire of a trainee paraplanner, this function will eventually be brought back in-house, and they are now looking for a capable administrator who would really enjoy working closely with the adviser and Junior paraplanner and harnessing that administration and client servicing function.


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

Desirable experience

The role would suit any Administrator that really takes pride in harnessing the administration function within a business and truly enjoys supporting advisers.

Experience within an IFA Administration role is essential.

Whilst progression within this company is always an option, as they always make it a priority to ensure all staff are feeling challenged, the company is ideally looking for someone who would be happy to remain within the administration function for a few years at least. Support with exams during this time will still be encouraged, as continued professional development is highly valued.

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.