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Antony George

Are you a career administrator who enjoys mentoring others and a fast-paced environment?

The purpose of this role is to act as a Financial Administrator within the business and to provide timely and a high standard of support to the financial advisers. This will particularly suit if you also enjoy client interaction. Please note that this role will not offer progression into paraplanning or advising. Future career development, if desired, will be into management.

Duties and responsibilities

Your main duties and responsibilities will include (but not be limited to):

  • IFA administration duties
  • Be a point of contact for Advisers and Paraplanners for technical administrative queries.
  • Mentor graduates within the admin team
  • Participate in team meetings .
  • Highlight any concerns so that the department and firm can constantly improve.
  • Update the Xplan back office system.

The Company

Our client is a Chartered, independent, wealth management firm based in London. They focus on providing independent, well researched and bespoke advice to individuals, companies, trustees and charitable bodies.

Their business is about people; their clients, their employees and those that work in their profession.

What does the successful candidate look like?


  • A wide knowledge of the different administrative roles and varied industry products.
  • At least one years’ experience of working in administration within a busy IFA office.
  • Excellent prioritisation skills to meet, if not exceed, deadlines.
  • The ability to manage expectations of all staff and clients.
  • A good working knowledge of Xplan is desirable (but not necessary).
  • A good working knowledge of online provider platforms.
  • Ideally, a degree-level education and the Financial Planning Certificate (but not necessary).


  • Sociable and enjoy being part of a team!
  • Self-driven and results-oriented, with a positive outlook.
  • Mature, reliable, tolerant and determined to ensure excellent outcomes for clients
  • An empathic communicator.

Salary & Benefits:

The successful candidate will receive a basic salary of £30,000+ dependant on experience and qualifications.

Additional benefits and package details include.

  • 23-day holiday allowance increasing with length of service
  • Two-week Christmas closure
  • The flexibility of working from home and the office.
  • A pension scheme with a salary sacrifice option available.
  • Charitable corporate support with two volunteer days per year
  • Support with industry exams.
  • Additional employee benefits.

Location: London – EC4Y

Experience (Essential):  at least 12 months financial Administration experience in a financial advice firm.

Type of role: Full Time, Permanent

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat one our Directors, Lee Old. Alternatively find us on LinkedIn and send us a message!

    • Job type: Permanent, Full Time
    • Location: London
    • Date posted:
    • Pay:££30,000 - ££32,000 per hour