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: • Providing comprehensive administrative support throughout the advice process • Preparing client documentation and application packs • Liaising with clients, providers and third parties • Managing new business submissions through to completion • Maintaining accurate client records and ensuring compliance standards are met • Booking client meetings and supporting advisers with diary management • Assisting with ongoing servicing and client reviews About You • Previous experience in an IFA or Financial Planning environment • Strong organisational and communication skills • Excellent attention to detail • Ability to manage multiple priorities and work independently • Professional, friendly and client-focused approach • Knowledge of industry back-office systems would be advantageous What's on Offer? • Salary of £28,000–£35,000 (DOE) • Excellent benefits package • Supportive and welcoming team culture • Clear opportunities for career progression into Paraplanning or other specialist roles • Ongoing training and professional development • Stable, respected Independent Financial Advice practice with an excellent reputation 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.