Finance Administrator - IFA​/Wealth Management

Finance Administrator

Central London
Permanent Full-time Office-based
Salary: £30,000-£35,000pa DOE
1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required

We are recruiting a Finance Administrator on behalf of our client, a well-established IFA financial services organisation based in Central London. This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services.

The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service.

• Maintain accurate client records and manage all associated administration
• Prepare and submit applications in line with internal procedures and compliance standards
• Process fund switches, valuations, LOAs and client review actions
• Liaise with product providers, advisers and clients, providing regular progress updates
• Support advisers with review preparation and client documentation
• Manage workflows, activity lists and contribute to month-end figures
• Participate in team meetings and ongoing training
• After year one, progress to handling more technical cases and queries

• 2-3+ years' experience within an IFA or financial planning environment.
• Understanding of the advice process and exposure to pensions, investments or retirement products
• Strong attention to detail, numeracy and literacy skills
• Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous)
• Highly organised, discreet and able to work under pressure
• Proactive, analytical and keen to develop a career in financial services

• Clear career progression and increased earning potential
• Company benefits and structured training
• Sociable, professional and supportive office environment

This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business.

Click apply below to be considered.