Finura
Senior IFA Administrator
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Senior Client Account Manager
Location: London EC4M 7AN, hybrid (2-3 days per week in the office)
Salary: Up to £45,000, depending on experience
Plus: Discretionary annual bonus (~10%) and a strong benefits package (below)
The Role
This is a senior, hands-on role for an experienced Client Account Manager who is ready to step up: someone who combines first-class IFA administration with the organisational rigour of a high-calibre PA and who can lead by example.
You will be the operational backbone for two senior financial advisers who together look after around 150 clients, owning the pre- and post-sales support that keep those relationships running smoothly. At the same time, you will lead and develop a small team of Client Account Managers, setting the standard, running the rhythm of the week, and bringing colleagues on through coaching and structured development.
This is a player-coach role. You will still do the work and do it brilliantly; you will also raise the people around you.
Key Responsibilities
Client & Adviser Support (the foundation of the role)
- Act as the senior point of administrative support for two advisers and their ~150 clients, delivering pre- and post-sales support of the highest quality and consistency.
- Build exceptional relationships with clients, ensuring clear, proactive communication so they have full confidence that their instructions are understood and will be delivered upon.
- Own complex and sensitive cases personally, handling difficult or emotive conversations with empathy, discretion and composure.
- Live Finura’s commitment to getting things right first time, reducing the administrative burden on clients and advisers alike.
Team Leadership & Development
- Lead a small team of Client Account Managers, setting the standard for quality, accuracy and exceptional client experience.
- Run the weekly team huddle, keeping work prioritised, visible and on track.
- Hold quarterly one-to-ones, a mid-year review and a formal annual appraisal with each team member.
- Identify development needs, deliver and arrange training, and create opportunities for the team to cross-skill and grow.
Organisation & Operations
- Bring the planning, coordination and anticipation of a senior PA: managing workflow, deadlines, documentation and follow-through so nothing slips.
- Ensure strict adherence to compliance and regulatory requirements
- Prepare accurate, well-presented documentation, templates and reports to Finura’s brand guidelines.
- Keep concise, reliable minutes of relevant meetings, projects and appraisals.
- Continually seek greater efficiencies in processes and procedures, deploying solutions to problems before they arise.
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Systems, Compliance & Technical
- Ensure the client experience is built around Finura’s online client portal, using its full CRM capability to capture relevant details and deliver a personalised, proactive service that misses zero advice opportunities, while looking for ways to get more out of the system.
- Work with awareness of relevant FCA regulations and guidelines, including MiFID II, GDPR and PRIIPs.
- Apply a working knowledge of core financial products: pensions, ISAs, Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection.
About You
Experience
- 7-10 years’ experience in an IFA, wealth management or financial planning firm in an administration or client-support role.
- A track record of owning client and adviser relationships, not just processing tasks.
- Experience mentoring, supervising or leading colleagues. Formal line management is welcome, but a genuine appetite to lead is what matters most.
Skills & knowledge
- Working knowledge of core financial products and of FCA regulation (MiFID II, GDPR, PRIIPs).
- Strong technical proficiency across Adobe, Word, Excel and Outlook, plus the confidence to get quickly up to speed with CRM and other systems and exploit their full capability.
- PA-grade organisation: exceptional planning, prioritisation and attention to detail under your own initiative.
- A fantastic verbal communicator and presenter, comfortable holding difficult conversations with warmth and clarity.
How you work
- Self-starting, proactive and solutions-focused: you spot problems and opportunities before they land on someone’s desk.
- Adaptable, intuitive and keen to learn, with a commitment to your own continual professional development.
- Impeccable attention to detail and respect for the Finura brand.
- The discretion and judgement to handle confidential information appropriately and to act on it where required.
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Industry qualifications are supported and encouraged but are not a requirement for this role; we value demonstrated experience and capability.
Package & Benefits
- Salary up to £45,000, depending on experience
- Discretionary annual bonus up to 10%, based on personal and business performance
- Pension with a strong employer contribution (up to 8%)
- 4x salary death-in-service cover
- Private Medical Insurance (through Vitality)
- Permanent Health Insurance / income protection
- 25 days’ holiday plus bank holidays, with the option to buy up to 5 additional days
- Access to Heka, a personal wellbeing and experiences platform and wellbeing allowance
- Paid charity volunteering / business charity days
- Match Charitable giving via CAF salary sacrifice scheme
- Salary Sacrifice - Childcare via Yellow Nest
- Support for further industry recognised qualifications and professional development, including study and financial support
- Cycle to work scheme
- Flexible, hybrid working: 2-3 days per week in the London office
About Finura
Finura is a multi-disciplinary, chartered, award-winning financial planning practice for private Clients, families, business owners and trustees. We were founded in 2014 with our vision and purpose centred on providing our people and our Clients an exceptional experience working with Finura and to positively impact people’s lives. Over 9 years we have organically grown to look after >1000 family and business relationships and over >£750m of Client assets. We are currently expanding both organically and via recruitment and acquisition and targeting >£2bn of assets by 2026.
Finura’s achievements have been recognised across the profession with a host of award nominations, most recently as a New Model Adviser Top 100 UK Financial Planning firm and Money Marketing Advice Firm of the Year. Finura is also one of a select group of Financial Planning firms to have achieved Corporate Chartered status from the Chartered Institute of Insurers and we hold the Gold Standard for Independent Advice.
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