Financial Administrator – Junior IFA Practice, Barnet, North London, Circa £30,000 + Benefits
Location: Greater London
Job Ref: SN
Salary: Circa £30,000 + Benefits
Work From Home option: Yes
Full-Time | Permanent
Join a Growing Financial Planning Practice
An excellent opportunity has arisen for a Financial Administrator to join a friendly and growing Independent Financial Adviser (IFA) practice based in Barnet. This role is ideal for an organised and detail-oriented individual looking to build a long-term career within financial services.
Whether you already have experience within an IFA environment or have gained administration experience in a professional services setting and are looking to move into financial planning, this position offers structured training, study support, and genuine career progression opportunities.
The Role
Working closely with the Adviser and supporting the wider client journey, you will play a key role in ensuring the smooth running of the practice and delivering an exceptional client experience.
Key Responsibilities:
- Providing administrative support to the Adviser and paraplanning function
- Processing new business applications across pensions, investments, and protection products
- Preparing client review packs and meeting documentation
- Liaising with product providers, platforms, and clients
- Managing client records and ensuring data is accurately maintained
- Obtaining policy information and valuations
- Assisting with client onboarding and compliance documentation
- Handling client enquiries professionally and efficiently
- Supporting the ongoing development and improvement of office processes
About You
We are looking for someone who is proactive, professional, and eager to develop within the financial planning sector.
Requirements:
- Previous administration experience (financial services experience advantageous but not essential)
- Strong organisational and time-management skills
- Excellent attention to detail
- Professional communication skills, both written and verbal
- Competent with Microsoft Office applications
- A positive attitude and willingness to learn
- Interest in developing a career within financial planning and wealth management
What’s on Offer?
- Salary circa £30,000
- Full study support towards the CII Diploma in Regulated Financial Planning (or equivalent qualifications)
- Structured training and ongoing professional development
- Clear career progression opportunities into senior administration, paraplanning, or advisory roles
- Supportive and collaborative working environment
- Opportunity to join a growing and ambitious IFA practice
Apply Now
If you are looking to establish a successful career within financial planning and want to join a firm that genuinely invests in its people, we’d love to hear from you.
Submit your CV today to discuss this opportunity further.