IFA Administrator

Cap Resourcing Ltd; Greater London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A reputable wealth management firm in Greater London seeks a Senior Client Services Administrator to enhance client experiences. The role requires expertise in wealth management, pensions, or investments administration, alongside strong organisational skills. The successful candidate will manage workflows, oversee compliance checks, and mentor peers in a supportive team environment. The company offers a competitive salary, private medical insurance, 22 days holiday, and opportunities for professional growth.

Benefits

Competitive salary

Private medical insurance

22 days holiday

Pension

Christmas closure and bank holidays

Qualifications

• Experience in wealth management, pensions, or investments administration.
• Strong organisational skills and ability to prioritise effectively.
• Proactive mindset and authentic passion for client experience.

Responsibilities

• Ensure everything runs smoothly for client experiences.
• Manage workflows, streamline processes, and offer caring communication.
• Oversee AML and compliance checks with accuracy.

Skills

Experience in wealth management, pensions, or investments administration

Strong organisational skills

Proactive, collaborative mindset

Job description

Senior Client Services Administrator

Wealth / Pensions / Investments

Overview

Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real difference to clients and colleagues alike?

Were partnering with a respected, long‑established wealth management firm celebrated for its personal touch, strong values, and unwavering commitment to doing the right thing for its clients. With steady growth and an enviable reputation across the region, this is a brilliant opportunity to join a supportive team where you’ll feel trusted, appreciated, and part of something meaningful.

The Role

As the Senior Client Services Administrator, you’ll be at the heart of the client experience. Working closely with a team of Financial Planners, you’ll ensure everything runs smoothly, managing workflows, streamlining processes, and offering clear, caring communication at every step.

You’ll take ownership of client records, process new business, and oversee AML and compliance checks with accuracy and confidence. You’ll also play a positive role within the wider team, mentoring colleagues, sharing knowledge, and helping to continuously improve the way things are done.

What You’ll Bring

• Experience in wealth management, pensions, or investments administration
• Strong organisational skills and the ability to prioritise effectively
• A proactive, collaborative mindset and an authentic passion for delivering a first‑class client experience

Whats on Offer

You’ll enjoy a competitive salary, private medical insurance, 22 days holiday plus Christmas closure and bank holidays, pension, and the chance to grow professionally within a genuinely collaborative environment.

If you’re looking for a role where your experience will be recognised, your voice will be heard, and your work will genuinely matter, this could be your perfect next step.