Financial Planning Administrator

Are you an experienced Financial Planning Administrator looking for your next role within a close-knit and supportive team?

We are seeking a proactive and organised individual with experience working within an IFA office. You will have a strong understanding of the financial planning process, be confident working in a regulated environment, and enjoy supporting both clients and advisers.

Key responsibilities will include:

• Oversight and management of administration workflows
• Confident communication with a wide range of clients and providers
• Supporting group pension and protection schemes
• Working collaboratively with advisers and the wider team to develop client-focused proposals
• Completing general administration and compliance checks for new and existing business
• Database administration, maintenance, and consolidation
• Managing workloads effectively to meet deadlines

The successful candidate will have:

• Experience in an IFA office
• Working knowledge of the regulated Financial Services industry and FCA requirements
• Previous experience in a Financial Services administration role with familiarity of industry terminology
• Experience using Intelligent Office
• Desirable experience with FE Analytics
• Strong organisational skills with the ability to multitask
• A proactive, "can-do" attitude
• High competency in Microsoft Word, Excel, and Outlook

We are happy to consider candidates who are looking to develop into a Paraplanner role. The firm actively supports career progression and the completion of professional qualifications.

This is an excellent opportunity to join a forward-thinking and innovative firm, working within a vibrant team that is continually looking to improve the services offered to clients. A competitive salary package is offered, along with structured support for professional development.

The role will be office-based initially, moving to a hybrid working model after six months.

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