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Financial Administrator -North West London-Up to &;35,000 - Hybrid - Career Progression

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Recruiter
Financial Divisions
Location
London
Salary
£35,000 per year
Contract
Permanent
Work pattern
Not Specified
Working arrangement
3 days from home
First listed by Ontap
26 September 2026
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Job description

A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced Financial Administrator to join its friendly and supportive team.

This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial services and financial planning, working alongside experienced Advisers and Paraplanners in a collaborative environment.

The Role

As a Financial Administrator, you will provide essential administrative support to the advisory team, helping to ensure clients receive an efficient, professional and high-quality service throughout the financial planning process.

Key Responsibilities

Processing new business across pensions, investments and protection
Preparing and maintaining accurate client documentation
Liaising with clients, providers and third parties
Preparing client review packs and supporting annual review meetings
Monitoring business pipelines and following up outstanding requirements
Obtaining policy information and chasing outstanding documentation
Supporting Advisers and Paraplanners with day-to-day administration
Maintaining accurate client records and internal systems
Ensuring all work is completed accurately and in line with FCA and compliance requirements

Why This Role Stands Out

Join a successful and growing IFA practice
Friendly and supportive working environment
Hybrid working available
Ongoing training and professional development
Genuine career progression within financial planning
Potential opportunity to progress towards Paraplanning for the right individual

Working Pattern

Location: Harrow / North West London

Working: Hybrid - typically 2-3 days from home

Culture: Supportive, collaborative and flexible

Package

Salary: Up to £35,000 depending on experience

Benefits: Pension and study support

Progression: Clear long-term career development opportunities

Requirements

Previous experience within financial services administration
Experience as a Financial Administrator, IFA Administrator or Financial Planning Administrator
Ideally, experience dealing with pensions, investments and/or protection
Understanding of financial planning processes and FCA-regulated environments
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