Senior IFA Administrator – London

Salary: £38,000 - £42,000

Benefits: Discretionary bonus opportunity, Support for professional development and training, Pension scheme, Private medical insurance, Life assurance, Income protection

About the Company

A Chartered financial planning practice with offices across London and the regions, recognised for delivering high-quality advice and cultivating a collaborative culture with dedicated support for professional growth.

Role Summary

If you are an experienced financial planning administrator looking for greater autonomy, this role offers the chance to step into a senior position. You will oversee workflows, mentor colleagues and shape operational processes, backed by structured support for your ongoing professional development.

Key Responsibilities

• Take full ownership of end-to-end client servicing and ongoing administration, giving you day-to-day autonomy over your caseload without micromanagement.
• Collaborate directly with Financial Planners on meeting preparation, documentation and complex queries, deepening your technical exposure across pensions, investments and protection.
• Act as a subject-matter expert on administration systems and operational processes, giving you direct influence over workflow efficiency and continuous improvement.
• Support, guide and coach colleagues across the administration team, developing your supervisory capabilities and establishing your profile as an internal mentor.

Requirements

• Established client servicing or administration experience gained within a wealth management or financial planning environment.
• Proven capability to manage your own workload independently and resolve complex provider or client queries to completion.
• Strong working knowledge of financial planning back-office systems, platforms and client review processes.
• Demonstrated ability to support, coach or share practical guidance with colleagues while liaising confidently with advisers and clients.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Senior Client Service Associate, Senior Financial Planning Administrator, Wealth Management Administrator, Private Client Administrator, Senior Practice Administrator

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.