Finance Administrator within IFA

GORDON YATES LTD; Greater London; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Excellent training and development

Clear career progression

Permanent opportunities

Job summary

Gordon Yates Ltd. is recruiting a Finance Administrator within an IFA environment in London. The role is full-time and permanent, offering ongoing training and clear career progression in Financial Services.

You will support Financial Advisers with high-quality administration, ensuring client records are compliant and accurate, with opportunities to develop into more technical areas over time.

Qualifications

• 1-2 years' recent experience within an IFA or Financial Planning environment.
• Strong administration skills with focus on accuracy and compliance.
• Interest in building a long-term career in Financial Services and ideally started/completed CII diploma.

Responsibilities

• Maintain accurate client records and documentation.
• Prepare and submit applications per procedures and compliance.
• Process LOAs, fund switches and valuation requests.
• Liaise with providers, advisers and clients with regular updates.
• Support client review meetings and related documentation.
• Manage ongoing admin and follow-up actions.
• Maintain workflow lists to meet service standards.
• Assist with reporting and month-end administration.
• Attend training to support development.
• Develop technical knowledge with potential to handle more complex cases after year one.

Skills

Organised

Attention to detail

Communication

Interpersonal skills

Microsoft Word

Microsoft Excel

Education

CII Diploma

Tools

Intelligent Office

Job description

Finance Administrator within IFA

London

Permanent | Full-time

Salary: £30,000-£35,000 per annum (DOE)

(note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client)

1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV.

Are you an organised administrator looking to build a long-term career within Financial Services?

We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.

Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career.

The Role: Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard.

Key Responsibilities

• Managing and maintaining accurate client records and documentation
• Preparing and submitting applications in line with company procedures and compliance requirements
• Processing Letters of Authority (LOAs), fund switches and valuation requests
• Liaising with product providers, advisers and clients, providing regular updates throughout the advice process
• Supporting the preparation of client review meetings and associated documentation
• Managing ongoing client review administration and processing follow-up actions
• Maintaining workflow and task lists to ensure service standards are met
• Assisting with reporting and month-end administration
• Attending team meetings and training to support your professional development
• Developing technical knowledge with the opportunity to handle more complex cases after your first year

About You

We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment.

You’ll ideally have:

• 1-2 years' recent experience within an IFA or Financial Planning environment
• Previous Financial Services or Financial Planning experience advantageous
• An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV.
• Excellent organisational, communication and interpersonal skills
• Strong attention to detail with excellent literacy and numeracy skills
• Good working knowledge of Microsoft Word and Excel
• The ability to prioritise workloads and work accurately under pressure
• A positive, professional and confidential approach to your work

Knowledge of Intelligent Office would be beneficial but is not essential.

What's on Offer?

• Salary of £30,000-£35,000 DOE
• Four permanent opportunities available
• Excellent training and development
• Clear career progression within Financial Services
• Increased earning potential as your knowledge develops