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Financial Planning Administrator - Home based

  • Bedfordshire, Avon, Berkshire, Buckinghamshire, Cambridgeshire, Cheshire, Cornwall, Cumbria, Derbyshire, Devon, Dorset, Durham, Essex, Gloucestershire, Greater London, Hampshire, Herefordshire, Hertfordshire, Kent, Lancashire, Leicestershire, Lincolnshire, Merseyside, Norfolk, Northamptonshire, Northumberland, Nottinghamshire, Oxfordshire, Rutland, Schools, Shropshire, Somerset, Staffordshire, Suffolk, Surrey, Sussex, Tyne and Wear, Warwickshire, West Midlands, Wiltshire, Worcestershire, Yorkshire, City of London, London, Bath, Birmingham, Bradford, Cambridge, Canterbury, Carlisle, Chester, Coventry, Derby, Doncaster, Durham, Hereford, Lancaster, Leeds, Leicester, Lichfield, Lincoln, Liverpool, Manchester, Newcastle-upon-Tyne, Norwich, Nottingham, Oxford, Peterborough, Plymouth, Newry, Aberdeen, Dundee, Dunfermline, Edinburgh, Glasgow, Inverness, Perth
  • Permanent
  • £25,000 / annum plus Benefits (£13.80/ hr)

Job details.

Financial Planning Administrator - Home based 

Full time, Permanent (35 hours per week) - £13.80 per hour (Circa £25,000 per annum) plus company benefits

Our client is a professional and very well established provider of outsourced Administration services for Financial Advisors in the UK. They work with many successful IFA's who choose to work with their highly experienced team of Administrators for the high levels of service that they can provide. 

They are looking to add an additional IFA Administrator to their team. This would be a fully home based position, with the expectation that you are introduced to your Financial Advisors in the first week with minimal initial training, so candidates will need to be experienced and ready to hit the ground running. 


  • Build & maintain strong relationships with the Financial Planners and their clients
  • Facilitate efficient and quality administration resulting in excellent client outcomes
  • Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation.
  • Assist with structured scheduling of reviews and for the preparation for meetings
  • Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
  • Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion
  • Maintain a basic level of industry knowledge 

Skills & Experience:

The ideal candidate will possess:

  • Minimum of 3 years' experience working in an IFA Administrator role. 
  • Ideally will have experience using Intelligent Office and a variety of Platforms
  • Demonstrated responsibility, accountability, proactiveness, and intuition in their role.
  • Strong attention to detail and a sense of pride in their work.
  • Excellent communication skills: written, verbal, and listening.

Their offer:

  • Contract Details:

    • 100% home based role

    • Rate of pay £13.80 per hour, payable monthly (35 hours per week) 

    • Fixed, permanent Contract

    • Auto enrolment pension standard contributions. Enhanced by an additional 2% above the minimum after 1 year of service

    • Standard holiday entitlement 5.6 weeks

    • Death in Service scheme

    • Exam support (help with study leave, cost of exam)


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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