Full job description*Experience within a Financial Planning / IFA environment
*Strong administration background
*Hybrid role - min 1 day a week in the office
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.