Full job descriptionWe are working with a highly successful, fully independent financial planning organisation recognised as one of the leading names in the industry. Established and award-winning, they are known for both the quality of their financial advice and their strong commitment to their people.
They are now looking to recruit a Financial Planning Administrator to join their growing team. This is a fantastic opportunity to work in a supportive and professional environment, providing key administrative support to a high-performing team of Financial Planners and their clients.
The role:
*Provide essential administrative support across financial planning operations
*Help ensure the smooth and efficient delivery of client services
*Work closely with a team of experienced professionals, demonstrating strong organisation and attention to detail
Who we’re looking for:
*Previous experience within a financial services environment is essential
*Ideally some experience in financial planning, though candidates from pensions, investments, platforms, banking, or similar sectors will also be considered
*Strong organisational, communication, and administrative skills
*A proactive, adaptable approach with the ability to manage multiple priorities
What’s on offer:
*Basic salary up to £35,000
*Discretionary bonus
*Hybrid working: 3 days in the office, 2 from home
*Excellent company benefits
*Ongoing professional development and career progression opportunities
Join an award-winning, industry-leading team where your contribution will be valued and your development supported.
If you’re looking to build your career in financial services and want to be part of a company that truly values both excellence and its people, we’d love to hear from you.