Senior IFA Administrator / Team Leader - London / Hybrid - £45,000 + Excellent Bonus & Benefits

Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates.

My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For. With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team.

The Role

This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks.

You'll be responsible for:

• Overseeing workflow and supporting the development of junior administrators
• Acting as the technical "go-to" for complex admin queries
• Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection
• Preparing detailed meeting packs, valuations and review documentation
• Managing new business processing, trades, rebalancing and cash management
• Ensuring all client records and compliance requirements meet FCA standards
• Working closely with advisers to deliver a seamless, high-quality client experience

If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here.

What You'll Bring

• 4-5+ years' experience in an IFA administration role
• Strong technical knowledge across pensions, investments and wider financial planning products
• Experience supporting advisers and paraplanners in a busy, client-focused environment
• Confidence managing workflow and coaching others
• Excellent communication skills and a proactive, solutions-driven approach
• Experience with Intelligent Office (iO), Transact or similar systems
• A calm, organised mindset with the ability to juggle competing priorities

Industry qualifications are beneficial but not essential.

Why This Firm?

• Independent, Chartered and genuinely client-first
• A collaborative, supportive culture where your voice is heard
• Hybrid working with flexibility
• Competitive salary, strong bonus potential and excellent benefits
• Clear long-term progression within a growing business

If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions