Junior Financial Planning Administrator

Junior Wealth Planning Administrator

Location: Stansted Mountfitchet (Hybrid working – up to 2 days from home after probation)

Salary: £28,000 – £32,000 (depending on experience)

The Opportunity

Have you recently started your career within Wealth Planning Administration and are looking for a business where you can really develop your skills?

Perhaps you have some experience within an IFA or Financial Planning practice and are looking for a company that will invest in your development, support your professional qualifications and help you become an exceptional Wealth Planning Administrator.

If so, this could be a fantastic opportunity.

About the Company

We're working with a highly respected Chartered Independent Financial Planning firm with offices in Stansted Mountfitchet and Cambridge. The business has built an outstanding reputation for delivering holistic financial planning to high-net-worth clients while creating a supportive and collaborative environment for its team.

The company continues to grow steadily and is passionate about developing its people. As a recruitment partner, we've placed several employees into the business over the years, many of whom are still there today and have progressed internally, which speaks volumes about the culture and opportunities available.

The Role

This is an excellent opportunity to build a strong career within financial planning support.

Rather than rushing you through the next career step, the business wants to help you become a confident, knowledgeable and highly skilled Wealth Planning Administrator giving you exposure to every aspect of the administration process while working alongside experienced colleagues.

You'll support the wider advice team while learning from experienced Client Relationship Managers, Paraplanners and Financial Advisers, developing both your technical knowledge and understanding of the full client journey.

What We're Looking For

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• Some experience within Wealth Planning or IFA Administration.
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• A genuine interest in building a long-term career within financial planning.
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• Strong organisational skills and excellent attention to detail.
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• A positive attitude and willingness to learn.
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• Someone who enjoys working collaboratively within a supportive team.
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What's on Offer

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• £28,000 – £32,000 depending on experience.
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• Hybrid working with up to 2 days from home after probation.
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• 25 days holiday plus bank holidays.
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• 6% employer pension contribution.
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• Private Medical Insurance.
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• Critical Illness Cover.
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• Death in Service benefit.
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• Full study support towards the Diploma in Financial Planning.
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• Ongoing mentoring from experienced Client Relationship Managers, Paraplanners and Advisers.
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• Long-term career development within a growing Chartered financial planning firm.
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Whilst the immediate focus is on helping you become an outstanding Wealth Planning Administrator, the business has an excellent history of promoting from within. As the company continues to grow, future opportunities within paraplanning and other technical areas naturally become available for those who are ready.

If you're looking for a company that will invest in your development, support your qualifications and help you build a successful long-term career in financial planning, we'd love to hear from you.