Job description
• Experience within a Financial Planning / IFA environment
• Strong administration background
• Hybrid role - min 1 day a week in the office
An established, values-led financial planning firm is looking for a Financial Planning Administrator to support continued business growth.
This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together.
About You:
• Experience within a Financial Planning / IFA environment is essential
• Strong administration background
• Organised, efficient and process-minded
• Confident working closely with advisers
• Collaborative, approachable and supportive
• Open to improvement and positive change
The Role:
• New business processing and adviser support
• Client documentation and workflow management
• Supporting operational improvements and team consistency
• Helping improve communication, processes and efficiency
Competitive salary, hybrid working, strong benefits and a supportive culture.
If you’re an experienced professional within financial services looking, we’d love to hear from you.