Financial Planning Support Administrator
Job in
Mold, Flintshire, CH7, Wales, UK
Listed on 2026-09-21
Listing for:
Prestige Recruitment Group
Full Time
position Listed on 2026-09-21
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant, Business Administration
Job Description & How to Apply Below
Financial Planning Support Administrator
Flintshire, North Wales | £25,000 - £32,000 + Benefits
We’re recruiting for an experienced Financial Planning Support Administrator
to join a growing financial planning firm in North Wales.
This is a great opportunity for someone with IFA, wealth management or financial planning administration experience who is looking to develop their career within a supportive and professional team.
The RoleWorking alongside Financial Advisers and Paraplanners, you’ll provide administration support across the client journey, including:
- Processing and submitting new business
- Liaising with product providers and platforms
- Maintaining accurate client records and back-office systems
- Preparing documentation for client reviews
- Supporting Advisers and Paraplanners with day-to-day administration
- Ensuring work is completed accurately and in line with compliance requirements
- Previous financial services administration experience is essential
- Ideally experienced within wealth management, financial planning or an IFA
- Highly organised with excellent attention to detail
- Strong communication and client service skills
- Keen to develop a long-term career within financial services
- £25,000 - £32,000
, depending on experience - Excellent benefits
- Ongoing training and career progression
- Supportive team environment
A great opportunity to join a growing financial planning business where your experience can be valued and your career can progress.
INDP
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×