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Financial Planning & Investment Administrator
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📍 Barnet, Hertfordshire
💷 £30,000–£35,000 DOE
🕐 Full-time | Office-based with some flexibility
Are you an experienced Financial Planning Administrator, IFA Administrator, Investment Administrator or Paraplanner looking for your next opportunity within a growing independent financial planning business?
We're looking for a Financial Planning Administrator – Investments & Pensions to join an established financial planning and wealth management firm in Barnet.
This is a varied role supporting advisers and clients across investments, pensions, financial planning and mortgage administration, with the main focus being on investment and pension administration.
What you'll be doing:
- Supporting financial advisers with day-to-day client administration
- Processing investment and pension applications and ongoing servicing
- Assisting with pension and investment transfers
- Liaising with pension providers, investment platforms and insurers
- Supporting ISAs, SIPPs, pensions and investment accounts
- Preparing client review documentation and meeting packs
- Assisting with client onboarding, fact-finds and new business
- Maintaining accurate CRM and client records
- Chasing outstanding information from clients and providers
- Supporting advisers with ongoing client reviews
- Ensuring administration is completed accurately and in line with regulatory requirements
- Assisting with mortgage administration and case progression where required
- Contributing to improvements in processes and client service
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What we're looking for:
We're particularly interested in candidates with experience in:
- Financial Planning Administration
- IFA Administration
- Wealth Management Administration
- Investment Administration
- Pension Administration
- Paraplanning
- Financial Adviser Support
- Client Services within Financial Services
You'll need to have practical experience with investments and/or pensions, strong attention to detail and the ability to manage multiple client cases and deadlines.
Mortgage experience would be an advantage, but isn't essential.
Relevant qualifications such as CII, CISI or CeMAP are welcomed, although practical experience is the priority.
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Why consider the role?
This is a great opportunity to join an established independent financial planning business where you'll gain exposure across investments, pensions, financial planning and mortgages, while working closely with experienced advisers and developing your technical knowledge.
If you're currently working in IFA administration, wealth management, investment administration, pension administration or paraplanning and want a varied role with long-term development potential, we'd love to hear from you.
📩 Apply now or contact us for more information.
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