Financial Planning Administrator

Some firms don't even know what a career journey is, never mind put one in place. So you get stuck, in a rut, doing the same old, same old. Year after year.

Not here.

Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner. What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.

You’ll be looked after in other ways too.

Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus each year.

Alongside that you get:

• 8% employer pension contribution
• PMI
• DIS x 4
• 25 days holiday
• Once you've settled in there's hybrid working (3 days in the office)
• Free parking and beautiful offices

As for the job itself you’ll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you’ll learn a lot too.

You’ll use IO, deal with clients, prepare meeting packs, submit new business etc.

The firm has close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).

You will be an experienced administrator in a financial planning firm.

IFA and IO experience is essential. Platform experience is useful.

You’ll be conscientious and keen to learn.