IFA Administrator

We are working with a highly successful, fully independent financial planning organisation recognised as one of the leading names in the industry. Established and award-winning, they are known for both the quality of their financial advice and their strong commitment to their people.

They are now looking to recruit a Financial Planning Administrator to join their growing team. This is a fantastic opportunity to work in a supportive and professional environment, providing key administrative support to a high-performing team of Financial Planners and their clients.

The role:

\n
• Provide essential administrative support across financial planning operations
\n
• Help ensure the smooth and efficient delivery of client services
\n
• Work closely with a team of experienced professionals, demonstrating strong organisation and attention to detail
\n

Who we’re looking for:

\n
• Previous experience within a financial services environment is essential
\n
• Ideally some experience in financial planning, though candidates from pensions, investments, platforms, banking, or similar sectors will also be considered
\n
• Strong organisational, communication, and administrative skills
\n
• A proactive, adaptable approach with the ability to manage multiple priorities
\n

What’s on offer:

\n
• Basic salary up to £35,000
\n
• Discretionary bonus
\n
• Hybrid working: 3 days in the office, 2 from home
\n
• Excellent company benefits
\n
• Ongoing professional development and career progression opportunities
\n

Join an award-winning, industry-leading team where your contribution will be valued and your development supported.

If you’re looking to build your career in financial services and want to be part of a company that truly values both excellence and its people, we’d love to hear from you.