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Permanent

IFA Administrator / Financial Planning Administrator, Croydon, £35,000 + Bonus + Benefits

Financial Divisions
Croydon
money-bag £30000 Annual
Posted: 01 July 2026 (Yesterday)
Closing date: 31 July 2026
Ref: 3130706475

Salary: £35,000 + Bonus + Comprehensive Benefits PackageJob Type: Full-Time Permanent Hybrid WorkingBuild Your Future Within a Successful Wealth Management FirmAn established and highly regarded financial planning practice is seeking an experienced IFA Administrator to join its growing client support team in Croydon.This is an excellent opportunity for an individual who enjoys working within a professional wealth management environment and takes pride in delivering outstanding client service. You''ll be joining a business that has developed a strong reputation for providing high-quality financial planning advice to private clients and business owners, while offering employees genuine opportunities for long-term career development.Working closely with Financial Advisers and Paraplanners, you will play an integral role in ensuring the smooth delivery of the advice process, helping clients receive a seamless and professional experience from start to finish.For ambitious administrators looking to further their career within financial planning, the company offers ongoing training, study support and a clear progression route into Paraplanning.The OpportunityAs an IFA Administrator, you will provide vital support across all aspects of the financial planning process. You will manage client cases, prepare documentation, liaise with providers and ensure all administrative tasks are completed accurately, efficiently and in line with regulatory requirements.This position would suit ..... full job details .....

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