Full job descriptionAre you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates.
My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They’re known for their technical excellence, integrity and people-first culture — and have been repeatedly recognised as one of the Best Financial Advisers to Work For. With a growing client base of HNW private clients, they’re now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team.


The Role
This is a senior, hands-on position where you’ll act as the central point of coordination for the administration team. You’ll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks.
You’ll be responsible for:
*Overseeing workflow and supporting the development of junior administrators
*Acting as the technical "go-to" for complex admin queries
*Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection
*Preparing detailed meeting packs, valuations and review documentation
*Managing new business processing, trades, rebalancing and cash management
*Ensuring all client records and compliance requirements meet FCA standards
*Working closely with advisers to deliver a seamless, high-quality client experience
If you enjoy autonomy, accuracy and being the person others rely on, you’ll thrive here.


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-focused environment
*Confidence managing workflow and coaching others
*Excellent communication skills and a proactive, solutions-driven approach
*Experience with Intelligent Office (iO), Transact or similar systems
*A calm, organised mindset with the ability to juggle competing priorities
Industry qualifications are beneficial but not essential.


Why This Firm?
*Independent, Chartered and genuinely client-first
*A collaborative, supportive culture where your voice is heard
*Hybrid working with flexibility
*Competitive salary, strong bonus potential and excellent benefits
*Clear long-term progression within a growing business


If you’re ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions