Financial Planning Administrator

  • Location

    Ascot, Berkshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000.00 - £28000.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


Our client is a high-quality organisation with 60+ staff offering accountancy and financial planning services to HNW clients in the South East with offices in Ascot, Berkshire.

Their current requirement is for a Financial Planning Administrator to join the business to provide support to the Paraplanners and Financial Planners/Directors. This role will be within an IFA Administrator capacity although for the right candidate there may be an opportunity to join within a junior role but must have some previous experience administering Pensions or Investments. You will provide support to the Director & Senior Planners on a daily basis and will have client contact over the phone.

This is an existing role working alongside an established financial services team and private and corporate client base. The vacancy has arisen due to natural growth of the department and is a full-time role.