Swarm Recruitment
IFA Administrator/Trainee Financial Planner
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IFA Administrator/Trainee Financial Planner
Location: London
Basic Salary: Up to £33,000 basic + fantastic opportunity to be a fully qualified IFA
Hours: Mon - Fri, 8.30am - 5.30pm
Qualification Requirements: A minimum of any 2 of the RO exams must be completed to apply for this position
About our client and the role
Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. Their approach focuses on empowering clients through expert guidance, education, and personalised support, helping them make informed financial decisions and achieve long-term goals with confidence.
They value collaboration, client-centred thinking, and continuous learning. Team members bring specialist expertise and share a commitment to making a meaningful impact, working in a supportive environment that fosters professional growth and strong, lasting relationships.
This is an exciting opportunity for someone with Financial Planning experience and an entrepreneurial spirit, with a minimum of 2 years experience and 2 exams completed, to progress through an internal academy program over 18-24 months (18 months minimum), to become a fully qualified IFA. You will be working alongside IFA’s and their teams, supporting their day to day task all whilst working towards your qualification and the opportunity to remain within the business as an IFA.
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Salary & Benefits
- £29,000 for candidates with 0-2 exams
- £31,000 for candidates with 3-5 exams
- £33,000 for candidates with all exams
- Clear pathway to become an IFA within 18 - 24 months (18 month minimum term)
- £80,000 - £100,000 OTE once qualified
- Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
- 21 days holiday + 3 extra days off between Christmas and New Year
- On top of that:
- 12 half-days off for ‘Family Friday’, which happens on the last Friday of the month
- 4 half days for our quarterly practice meetings
- Half a day for our annual summer BBQ
- Half a day for our Christmas Party
- 1 additional day for each year of service (max 7 days)
- Competitive pension scheme
- Access to funded Private Medical Insurance
- Daily breakfast in the office
- Team and company-wide social events
- Charity event
Working Hours
- Mon - Fri, 8.30am - 5.30pm (1hr for lunch)
- Family Friday - half day on the last Friday of every month (6 extra days in total)
- Office closure over Christmas
- Hybrid Working - 4 days in office during training, 3 days thereafter (or more if desired)
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Responsibilities
- Attend client meetings with Wealth Managers
- Manage action points from client meetings
- Carry Forward, Annual Allowance, Lifetime Allowance Calculations
- Investment analysis
- Preparation of detailed cash-flow modelling
- Respond to technical and administrative Client Inquiries
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow through Salesforce and Business Trackers
Essential skills and experience
- A minimum of two RO exams completed
- SJP experience will be well regarded
- Strong organisational skills, resilience and a methodical approach
- Strong understanding of the Financial Planning industry
- Tenacious and driven
- Proficiency with automated solutions for tasks like text writing and chasing providers is beneficial.
- Confidence, eagerness to learn, entrepreneurial flair, and a natural talent for building relationships.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
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