Financial Planning Administrator
Job in
Wetherby, West Yorkshire, LS224, England, UK
Listed on 2026-06-26
Listing for:
Exchange Street Claims & Financial Services
Full Time
position Listed on 2026-06-26
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
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 ever 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
You'll use IO, deal with clients, prepare meeting packs, submit new business etc.
The firm have 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).HERE'S WHAT YOU'LL NEED:
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.
-Tired of the same old same old? Click apply.
If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.
Everyone will receive a response.
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