Full job descriptionHybrid – 2 days per week in London
If you’re an experienced IFA Administrator who thrives in a fast-paced, high-performing environment — and you’re ready to step up into a role with more ownership, leadership and technical depth — this is the opportunity you’ve been waiting for.
My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For.
They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team.
The Opportunity
This is not a standard admin role. You’ll be the senior point of contact within the administration function — ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks.
You’ll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of:
*Overseeing workflow allocation and supporting the development of junior team members
*Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection
*Preparing detailed meeting packs, valuations and suitability review documentation
*Managing new business processing, trades, rebalancing and cash management
*Ensuring all client records, compliance requirements and FCA standards are met
*Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service
This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment.
What You’ll Bring
*4- 5+ years’ experience in an IFA administration role
*Strong technical knowledge across pensions, investments and wider financial planning products
*Experience supporting advisers and paraplanners in a busy, client-centric environment
*Confidence in managing workflow, coaching others and improving processes
*Excellent communication skills and a proactive, solutions-focused mindset
*Experience using Intelligent Office (iO), Transact or similar platforms
*A calm, organised approach — even when juggling competing priorities
Industry qualifications are welcomed but not essential.
Why Join This Firm?
*Independent, Chartered and genuinely client-first
*A culture built on trust, collaboration and professional development
*Hybrid working with flexibility
*Competitive salary, excellent bonus potential, and a strong benefits package
*A team where your voice matters and your expertise is valued
If you’re ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression.
Please send your CV to Ursula at Financial Divisions