Experience within a Financial Planning / IFA environment
Strong administration background
Hybrid role
An established, values-led financial planning firm is looking for an experienced Senior 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:
Experience within a Financial Planning / IFA environment is essential
Strong administration background
Organised, efficient and process-minded
Confident working closely with advisers
Collaborative, approachable and supportive
Open to improvement and positive change
The Role:
New business processing and adviser support
Client documentation and workflow management
Supporting operational improvements and team consistency
Helping improve communication, processes and efficiency
Competitive salary, hybrid working, strong benefits and a supportive culture. If you're an experienced financial planning administrator looking for a senior operational role without moving away from administration, we'd love to hear from you.
