Job Description
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.
Key Responsibilities:
- 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
Skills & Experience Required:
- 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
What's on Offer:
- 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.
