8 Financial Planning (8FP) is an independent financial planning business based in Telford, helping clients make confident decisions about their money and plan for a life well lived. Its approach is built around eight core principles, including independent advice, transparent fees, values-led investing, comprehensive financial planning, coaching and financial education. By taking the time to understand each client's priorities, relationships and aspirations, 8FP creates clear, meaningful financial plans that provide security, confidence and direction for the future.
About the Role
We are looking for an experienced Technical Financial Planning Administrator to join our small, independent financial planning business based in Telford, Shropshire. This is a predominantly home-based, full-time position, with occasional visits to our office. The role involves taking ownership of client administration following adviser meetings, managing cases from instruction through to completion and ensuring our clients receive a professional, proactive and personal service.
We're looking for someone who enjoys responsibility, works independently and takes pride in keeping things moving without needing to be chased. This role will work closely with the Financial Planner, Operations Director, Outsourced support partners and client.
Requirements
Key responsibilities
- The successful candidate will manage financial planning administration across pensions, investments and protection, including processing new business, obtaining provider information, managing Letters of Authority and supporting pension transfers and other technical cases.
- They will proactively liaise with clients, providers and platforms, keeping everyone informed of progress and following up outstanding requirements.
- Responsibilities also include preparing administration for client reviews, maintaining accurate CRM records, ensuring regulatory processes are followed and identifying opportunities to improve our systems, workflows, and overall client experience.
Experience/Qualification
- Minimum 2 years' IFA/financial planning administration experience.
- Good knowledge of pensions, investments and provider platforms.
- Strong organisation, attention to detail, proactive client communication and independent case management.
Personal Qualities and Working Style
- Someone who's proactive, and takes real ownership of their work.
- You'll thrive here if you're self-motivated, enjoy working independently but value being part of a close-knit team, and genuinely care about doing the right thing for clients.
- We're a friendly, supportive business where honesty, respect, and a positive attitude really matter.
Why join us? Our culture is:
We're looking for someone to become part of that journey and help us grow. You'll enjoy genuine autonomy, flexible home-based working, and the opportunity to make a real difference in a business where your ideas and contributions truly matter.
- Predominantly home-based working with flexibility and occasional visits to our Telford office.
- Competitive salary of £28,000-£30,000.
- 25 days' annual leave plus bank holidays and your birthday off.
- Workplace pension, private healthcare and death-in-service cover following a six-month probation period.
- Plus, professional development opportunities and a friendly, supportive team.
Training/Support
We're looking for someone who can hit the ground running, but full training on our systems will be provided, alongside mentoring where needed and consideration of relevant professional development opportunities.
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Contact Details:
Business and Operations Management Network Recruitment Team
