Financial Services Administrator – IFA

London EC3V
Full?time | Permanent | Hybrid after 3–6 months
£32,000 – £37,500 + Annual Bonus
Full Exam & Study Support Provided
 

Are you an experienced Financial Services . IFA Administrator looking to progress your career within a high?performing wealth management firm?
This is an excellent opportunity to join a prestigious City?based financial planning business supporting high?net?worth clients.

Due to continued growth and internal promotions, we are looking for a driven and organised Financial Services Administrator to join our expanding core team.

The Role

As a Financial Services Administrator, you’ll be an essential part of the advice process – managing cases from start to finish, supporting advisers, and providing excellent service to clients and providers.

You will gain exposure across Pensions, Investments, Protection, Mortgage administration

This role suits someone who enjoys a fast?paced, client?focused environment and is looking to build a long?term career within financial planning.

What You’ll Be Doing

Pipeline & Case Management

• Progress cases efficiently and proactively
• Chase outstanding documents from clients and providers
• Carry out fee reconciliation and maintain accurate records

Financial Administration & Adviser Support

• Learn the full end?to?end admin process
• Prepare client review packs and documentation
• Maintain compliant, up?to?date data across systems

Client Contact

• Act as a key point of contact for clients
• Provide regular updates on case progress
• Respond to queries professionally and efficiently

Compliance & Professional Standards

• Adhere to FCA, internal and network guidelines
• Handle all client information with confidentiality

What We’re Looking For

Essential:

• A?Levels (or equivalent)
• 3+ years’ experience in Financial Services
• Strong understanding of pensions, investments & protection
• Excellent communication skills and attention to detail
• Ability to manage multiple deadlines in a busy, regulated environment

Preferred:

• Degree in Finance, Economics, Business or similar
• 3+ years’ IFA administration experience
• Experience with financial platforms and provider systems
• Familiarity with XPLAN, Dynamic Planner, Voyant (advantageous)

What’s On Offer

• £32,000 – £37,500 starting salary (annual reviews)
• Annual bonus scheme
• Full exam & study support (CII qualifications)
• Hybrid working after 3–6 months (3 days office, 2 WFH)
• Monday–Friday, 8:30am–5:30pm
• Join a collaborative core team of 15 (Admins, Paraplanners, PAs & Associates)
• Genuine career progression within a respected city firm

How to Apply

If you’re an experienced Financial Services Administrator looking for a role with progression, professional development, and strong team culture, we’d love to hear from you.

Click Apply or send your CV for immediate consideration.