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Senior IFA Administrator

Blakemore Recruitment · Holborn

Senior 36,000 - 38,000 GBP/year 🇬🇧 English

Job description

About the role

This senior position supports a team of Paraplanners and Financial Planners, delivering high‑level service to demanding private clients. It offers a pathway from technical administration to a full‑time Paraplanner role.

Key responsibilities

  • Provide administrative support to Paraplanners and Financial Planners.
  • Maintain accurate client records and documentation.
  • Assist in preparing reports and financial plans for private clients.
  • Coordinate with internal teams to ensure timely delivery of services.
  • Support the transition from administrator to Paraplanner by undertaking required exams.

Required profile

  • Strong interest in financial services and administration.
  • Motivation to study for Paraplanner qualifications while on the job.
  • Excellent attention to detail and organisational skills.
  • Ability to work collaboratively within a client‑focused team.

Required skills

    What we offer

    • Competitive salary of £38,000 per year plus benefits and bonus.
    • Opportunity to develop into a full Paraplanner role.
    • Supportive, proactive employer with clear career progression.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 36-38k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

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    Blakemore Recruitment

    Holborn