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Senior IFA Administrator

  • City of London, London
  • Permanent
  • £40,000 to £48,000

Job details.

Senior IFA Administrator – High-End Private Client Firm (London)

Salary: £45,000 – £48,000

We’re recruiting on behalf of a high-end private client firm who are seeking a Senior IFA Administrator to play a key role within their advisory support function.

This role suits someone confident working with complex cases and demanding clients, who enjoys taking ownership and being a go-to support figure.

Responsibilities include:

  • Managing complex pension and investment cases
  • Acting as a senior point of contact for advisers and clients
  • Supporting junior administrators where needed
  • Ensuring compliance and accuracy across all client documentation

Requirements:

  • Strong background in IFA administration
  • Experience with high-value or complex planning cases
  • Proactive, detail-focused, and confident in your knowledge

Excellent opportunity for someone looking for a senior, trusted role without moving into paraplanning.

Senior IFA Administrator – High-End Private Client Firm (London)

Salary: £45,000 – £48,000

We’re recruiting on behalf of a high-end private client firm who are seeking a Senior IFA Administrator to play a key role within their advisory support function.

This role suits someone confident working with complex cases and demanding clients, who enjoys taking ownership and being a go-to support figure.

Responsibilities include:

  • Managing complex pension and investment cases
  • Acting as a senior point of contact for advisers and clients
  • Supporting junior administrators where needed
  • Ensuring compliance and accuracy across all client documentation

Requirements:

  • Strong background in IFA administration
  • Experience with high-value or complex planning cases
  • Proactive, detail-focused, and confident in your knowledge

Excellent opportunity for someone looking for a senior, trusted role without moving into paraplanning.

Sector:

  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

Contact Us

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