We are proud to be working with one of the UK’s most prestigious Financial Planning & Investment Management organisations - a firm recognised for its exceptional client service and outstanding reputation in the market. Despite its national footprint, the company prides itself on maintaining a collaborative, supportive, and close-knit working culture.
With continued growth across their Financial Planning division, they are now seeking an experienced IFA/Financial Planning Administrator to join their highly regarded team. This is a superb opportunity for an individual who takes pride in delivering high-quality administration and enjoys being a key part of a professional, client-focused operation.
The opportunity
In this role, you will provide comprehensive administrative support to a team of highly successful Financial Planners and their portfolio of high-net-worth clients, ensuring a smooth, efficient, and exceptional client experience.
Key Responsibilities:
- Develop strong, trusted relationships with Financial Planners and clients
- Work collaboratively with Paraplanners and internal teams to deliver seamless and compliant administration
- Ensure timely and accurate delivery of client reviews in line with regulatory requirements
- Prepare and coordinate documents for client meetings
- Maintain up-to-date and fully compliant client files pre- and post-meeting
- Process all post-meeting tasks, including Letters of Authority and new business submissions across various platforms and providers
- Maintain a strong level of industry awareness through ongoing learning and internal workshops
About You:
- A minimum of 3 years’ experience within Financial Planning/Wealth Management administration
- Highly organised, detail-driven, and proactive in managing workloads
- Excellent communication skills across written, verbal, and client-facing interactions
Package:
- Salary up to £39,000
- Discretionary bonus
- Exceptional benefits including pension, death in service and private medical insurance
- Hybrid working: 3 days office, 2 days from home
- First-class training and ongoing professional support
This is an outstanding chance to join one of the UK’s leading names in Financial Planning, working in a professional environment where high standards, integrity, and exceptional client service are at the heart of everything they do.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
