Financial Divisions
Financial Administrator – route to Paraplanner – Wealth Management
Location: Barnet
Salary: £28,000–£35,000 (depending on experience)
Benefits: Excellent benefits package, career progression, supportive team environment
An exciting opportunity has arisen for an experienced IFA Administrator to join a successful and growing Independent Financial Advice practice in Barnet.
We are looking for an organised, proactive individual who enjoys delivering exceptional client service and wants to be part of a collaborative, supportive team with genuine opportunities for career progression.
The Role
Working closely with Financial Advisers and Paraplanners, your responsibilities will include:
- Providing comprehensive administrative support throughout the advice process
- Preparing client documentation and application packs
- Liaising with clients, providers and third parties
- Managing new business submissions through to completion
- Maintaining accurate client records and ensuring compliance standards are met
- Booking client meetings and supporting advisers with diary management
- Assisting with ongoing servicing and client reviews
About You
- Previous experience in an IFA or Financial Planning environment
- Strong organisational and communication skills
- Excellent attention to detail
- Ability to manage multiple priorities and work independently
- Professional, friendly and client-focused approach
- Knowledge of industry back-office systems would be advantageous
What's on Offer?
- Salary of £28,000–£35,000 (DOE)
- Excellent benefits package
- Supportive and welcoming team culture
- Clear opportunities for career progression into Paraplanning or other specialist roles
- Ongoing training and professional development
- Stable, respected Independent Financial Advice practice with an excellent reputation
This is a fantastic opportunity to join a firm that values its people, supports professional growth, and provides an environment where you can build a rewarding long-term career.
To apply for this job please visit www.reed.co.uk.
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