Financial Administrator - route to Paraplanner - Wealth Management Location: Barnet

Financial Administrator - route to Paraplanner - Wealth Management

Location: Barnet

Salary: £28,000–£35,000 (depending on experience)

Benefits: Excellent benefits package, career progression, supportive team environment

An exciting opportunity has arisen for an experienced IFA Administrator to join a successful and growing Independent Financial Advice practice in Barnet.

We are looking for an organised, proactive individual who enjoys delivering exceptional client service and wants to be part of a collaborative, supportive team with genuine opportunities for career progression.

The Role

Working closely with Financial Advisers and Paraplanners, your responsibilities will include:

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• Providing comprehensive administrative support throughout the advice process
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• Preparing client documentation and application packs
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• Liaising with clients, providers and third parties
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• Managing new business submissions through to completion
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• Maintaining accurate client records and ensuring compliance standards are met
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• Booking client meetings and supporting advisers with diary management
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• Assisting with ongoing servicing and client reviews
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About You

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• Previous experience in an IFA or Financial Planning environment
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• Strong organisational and communication skills
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• Excellent attention to detail
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• Ability to manage multiple priorities and work independently
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• Professional, friendly and client-focused approach
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• Knowledge of industry back-office systems would be advantageous
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What's on Offer?

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• Salary of £28,000–£35,000 (DOE)
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• Excellent benefits package
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• Supportive and welcoming team culture
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• Clear opportunities for career progression into Paraplanning or other specialist roles
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• Ongoing training and professional development
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• Stable, respected Independent Financial Advice practice with an excellent reputation
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This is a fantastic opportunity to join a firm that values its people, supports professional growth, and provides an environment where you can build a rewarding long-term career.