At a Glance
- Tasks: Support financial advisers and manage client documentation in a dynamic environment.
- Company: Values-led financial planning firm focused on growth and collaboration.
- Benefits: Competitive salary, hybrid working, and strong employee benefits.
- Other info: Opportunity for professional growth in a collaborative culture.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience in financial planning and strong administration skills required.
The predicted salary is between 30000 - 40000 £ per year.
An established, values-led financial planning firm is looking for a Financial Planning Administrator to support continued business growth. This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together.
About You:
- Experience within a Financial Planning / IFA environment is essential
- Strong administration background
- Organised, efficient and process-minded
- Confident working closely with advisers
- Collaborative, approachable and supportive
- Open to improvement and positive change
The Role:
- New business processing and adviser support
- Client documentation and workflow management
- Supporting operational improvements and team consistency
- Helping improve communication, processes and efficiency
Competitive salary, hybrid working, strong benefits and a supportive culture. If you’re an experienced professional within financial services looking, we’d love to hear from you.
Financial Planning Administrator employer: tPS Recruitment
Join a values-led financial planning firm that prioritises employee growth and collaboration, offering a supportive culture where your contributions are valued. With a competitive salary and hybrid working options, this role as a Financial Planning Administrator provides the opportunity to enhance your skills in a dynamic environment while making a meaningful impact on client support and operational efficiency.
