Client Support Administrator

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• Experience within a Financial Planning / IFA environment
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• Strong administration background
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• Hybrid role - min 1 day a week in the office
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An established, values-led financial planning firm is looking for a Financial Planning Administrator to support continued business growth.

This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together.

About You:

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• Experience within a Financial Planning / IFA environment is essential
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• Strong administration background
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• Organised, efficient and process-minded
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• Confident working closely with advisers
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• Collaborative, approachable and supportive
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• Open to improvement and positive change
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The Role:

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• New business processing and adviser support
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• Client documentation and workflow management
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• Supporting operational improvements and team consistency
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• Helping improve communication, processes and efficiency
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Competitive salary, hybrid working, strong benefits and a supportive culture.

If you’re an experienced professional within financial services looking, we’d love to hear from you.