Financial Planning Administrator - Chartered IFAOffices in West End - Central London£28k - £33k basic salary plus benefits package8 weeks of onboarding and training in the officeAfter training 2 days WFH12 months of experience needed as a minimumMy client is a Chartered boutique wealth planning business with offices across in the West End (Central London) who have been operating for many years with significant financial backing. I have met the Directors and placed close to 20 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services.A vacancy has come available for a Financial Administrator with 6 - 12 months of experience in financial services (ideally wealth management) who can administer all the necessary client services and back-office administration from start to finish. You will report into a Team Leader/Manager, and you will work in a team of 4 other administrators. Experience using Intelligent Office is highly advantageous, but full training will be provided.You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £28k - £33k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader.If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
Back to searchFinancial Planning Administrator - Chartered IFA - Up to £33k plus benefits
Financial Divisions
Posted 9 hours ago, valid for 16 days
London, Greater London EC1R 0WX
Full Time
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Sonic Summary
- The Financial Planning Administrator position is available at a Chartered IFA located in the West End of Central London.
- The role offers a basic salary between £28k and £33k, along with a benefits package and study support for level 4 diploma exams.
- Candidates must have a minimum of 12 months of experience in financial services, preferably in wealth management.
- The position includes 8 weeks of onboarding and training in the office, followed by the option to work from home 2 days a week.
- The company emphasizes staff wellbeing and team rapport, providing opportunities for career progression into paraplanning or senior administrative roles.
