Senior Financial Planning Administrator

  • Location


  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:


  • Salary:

    £30000 - £37000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    21 days ago

  • Expiry date:


  • Consultant:

    Benjamin Holmes

MB Fitzgerald is currently working exclusively with a highly regarded Investment Management business to recruit for a Senior Financial Planning Administrator to join their team.

Our client is currently seeking to recruit for an experienced individual with 3+ years experience working in an IFA or Wealth Management environment, to join their team.

The role will be based from the office 2 days a week with 3 days at home. This can be more if people want to come into the office on a more regular basis.

Your role will be to work within one of the businesses pod's already consisting of three Financial Planning Administrators, four Paraplanner and six Financial Advisers.

With regular interactions with external third parties (Platforms/Providers) as well as internally with Financial Planners, Paraplanner & other Administrators, this role will suit an individual with an adaptable and flexible working style, an ability to prioritise and manage workloads and strong communications skills.

Package will comprise of;

  • Base salary to £35,000
  • Auto enrolment pension
  • GLA 4x salary
  • GIP 75% of salary
  • Opportunity to join company share scheme & electric vehicle scheme after one year's employment
  • Flexible & remote working policy
  • Cycle to work scheme