Financial Divisions
Hybrid Working | Career Progression
A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced IFA Administrator to join their friendly and supportive team.
This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working alongside experienced advisers and paraplanners in a collaborative environment.
The Role
You will provide essential administrative support to the advisory team, ensuring clients receive an efficient and professional service throughout the financial planning process.
Key Responsibilities
- Processing new business applications across pensions, investments and protection
- Managing client documentation and maintaining accurate records
- Liaising with clients, providers and third parties
- Preparing review packs and supporting annual review meetings
- Monitoring business pipelines and following up outstanding requirements
- Assisting advisers and paraplanners with day-to-day administration
- Ensuring all work is completed in line with FCA and compliance requirements
Why This Role Stands Out
- Join a growing, highly respected IFA practice
- Supportive and friendly team environment
- Hybrid working with excellent work-life balance
- Ongoing training and professional development
- Genuine opportunities to progress into paraplanning or other technical roles
Working Pattern
- Harrow-based office
- Hybrid working available (typically 2–3 days from home)
- Flexible and supportive culture
Package
- Up to £35,000 basic salary (depending on experience)
- Pension
- Study support available
- Hybrid working
- Excellent long-term career prospects
Requirements
- Previous experience as an IFA Administrator or Financial Planning Administrator
- Experience processing pensions, investments and protection business
- Knowledge of FCA-regulated financial planning processes
- Strong organisational and communication skills
- High level of accuracy and attention to detail
The Ideal Candidate
You'll be an organised, client-focused administrator who enjoys working as part of a team and is looking to develop their career within a successful and growing Independent Financial Advice practice.
To apply for this job please visit www.reed.co.uk.
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