Financial Planning Administrator

Assisting Financial Service Professionals within the UK

Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on a Financial Planning Administrator to provide client-facing, administrative support within the business.

This Savings and Investments firm prides itself on a strong, values‑focused work culture that encourages training, study support, and progression. They are technologically forward‑thinking and have a strong history of promoting from within.

• Either full time or 5× shorter days
• Office based for first 6 months, then hybrid
• Competitive salary – Up to £36,000
• Pension contribution
• Competitive productivity bonus, in which all team members are included
• Group death in service
• Private medical insurance
• Increasing annually with service, up to 27 days, plus bank holiday

• Previous experience in a Financial Services Administration role
• Excellent communication, interpersonal and organisational skills
• Experience using IT systems and software including platform/provider websites and portals

Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Seniority level:
Entry level

Employment type:

Full‑time
Job function:
Finance and Sales
Industries:
Staffing and Recruiting

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