Senior IFA Administrator / Wealth Planning Administrator - hybrid working options

Senior IFA Administrator

London - Mayfair

£37,000 - £45,000 (depending on experience)

Hybrid working (2 days from home)

Client Overview

This opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group.

The London office supports high-net-worth clients and plays an important role in maintaining some of the firm's most established client relationships.

This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment.

Role Details

• Supporting one of the firm's most experienced advisers alongside one other IFA Administrator.
• Preparing client meeting packs and ensuring all documentation is accurate and compliant.
• Processing new business applications and liaising with providers for updates and information.
• Managing client records and maintaining accurate documentation across internal systems.
• Collaborating with paraplanners and assisting with technical administration to support the advice process.
• Assisting with the annual review process including preparing review packs and managing follow-up correspondence.
• Acting as a key point of contact for clients, helping ensure a smooth and professional client experience.

What Makes This Role Stand Out

• Working directly with one of the firm's leading advisers and supporting a well-established client base.
• Small, collaborative London office environment based in Regent Street.
• Part of a wider medium-sized wealth planning business with strong infrastructure and support.
• Clear team structure with advisers, paraplanners and administrators working closely together.

Benefits / Details

• £37,000 - £45,000 salary depending on experience.
• Hybrid working with 2 days from home each week.
• 25 days holiday plus bank holidays and an additional day off for your birthday.
• Life insurance, income protection and death-in-service cover.
• Pension contribution and comprehensive benefits package.
• Full exam and study support towards the Diploma in Financial Planning.
• Clear internal progression opportunities into the paraplanning team.

If you are an experienced IFA Administrator who enjoys working closely with advisers and being part of a collaborative financial planning team, please apply and we can discuss the opportunity in more detail.