Financial Planning Administrator

Experience with in 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 with in 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.