Financial Planning Assistant

IFA Administrator - London

Ref: 30Tuesday 4 May 2021

£23,000 - £30,000

Due to growth an IFA firm in Berkhamsted are looking to hire a Financial Planning Assistant. They are looking for someone to manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Specialist Administrator role will be available in the future.

This is a fantastic opportunity to join a Financial Advisory firm that promotes internal development. They provide financial support for recognised industry qualifications as well as having an inhouse trainer.



Presale administration completed, adding clients’ information to intelligent office database, Creating and updating Wealth Report

Prepare and gather information e.g. LOAs and Policy information checklists,

Meeting prep undertaken and presented to adviser ready for client meetings

Basic report writing, to include Fund Switches, Reviews, New money etc

Basic research undertaken, using FE, Defaqto, Cashcalc, etc

New Business and Review Case administration, submission of applications to providers,


To be considered:


Experience working in a Financial Planning Advisers environment

GCSE English & Math’s (C or above)

Excellent written and communication skills

Analytical and ability to interpret data

Demonstrate a desire to progress to Paraplanner or Specialist Administrator role in future

Working towards Industry recognised exams, Level 4 (CII or LIBF)