Senior IFA Administrator

• Hybrid
• XPLAN or similar systems is ideal

We are working with a leading Chartered Financial Planning firm in London, known for its strong ethical investment focus. They’re looking for an experienced Senior Administrator to support one Partner within the Advisor Support team. Once through probation, you’ll enjoy hybrid working with two days in the office and three from home. This role suits someone confident in IFA administration, comfortable liaising with clients, and keen to work on complex, high-net-worth cases.

This opportunity is to support one of the partners and a paraplanner, maintain client records, process new business, prepare documentation, manage queries, and act as a key link between clients, providers, and the advisory team. Experience with XPLAN or similar systems is ideal, and WRAP platform knowledge or a Financial Planning Diploma is a bonus.

We’ve partnered with this firm for over a decade and can genuinely vouch for their excellent culture, development opportunities, and values-driven approach. If you want to be part of a company that puts ethics and people first, then this could be the role for you.