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Client-Centric Financial Planning Admin; Hybrid

Remote / Online - Candidates ideally in
Merthyr Tydfil, Merthyr Tydfil County, CF47, Wales, UK
Listing for: Search
Full Time, Remote/Work from Home position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 27000 - 33000 GBP Yearly GBP 27000.00 33000.00 YEAR
Job Description & How to Apply Below
Position: Client-Centric Financial Planning Admin (Hybrid)

Search is seeking a Financial Planning Administrator for a hybrid role based in Deeside. The position offers a salary range of £27,000–£33,000 plus bonus and benefits, with a probation period and hybrid pattern (in-office and home working).

The successful candidate will support advisers in a client‑facing capacity, handle pension and investment details, and pursue the Level 4 Diploma with full study support. A strong focus on organisation and relationship management is essential.

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