Full job descriptionAre you a Financial Planning Administrator looking to join one of the UK’s most respected wealth management firms?
This is an excellent opportunity to join a leading national wealth management business with an established client base, outstanding training programme, and clear long-term career development opportunities. You’ll work closely with Financial Planners, playing a vital role in delivering exceptional service to high-net-worth clients while developing your own expertise within financial planning.
What’s in it for you?
Salary up to £32,000
Join a market-leading wealth management firm with an exceptional reputation
Structured training and development programme
Support towards professional qualifications and career progression
Learn from experienced Financial Advisers and Investment Managers
Hybrid working model (3 days office / 2 days home after successful probation)
Private medical insurance
Generous pension contribution
Life assurance cover
Generous annual leave allowance plus the option to buy additional holiday
The Role
You’ll provide comprehensive administrative support to Financial Planners while helping to deliver a first-class client experience.
Key responsibilities include:
*Supporting Financial Planners with day-to-day client administration
*Building and maintaining strong relationships with clients
*Preparing meeting packs, valuations and review documentation
*Processing new business and liaising with providers
*Maintaining accurate client records and back-office systems
*Working closely with operational teams on transfers, account changes and client requests
*Ensuring all administrative tasks are completed efficiently and compliantly
What We’re Looking For
*Previous experience as an IFA Administrator, Financial Planning Administrator, or similar role
*Strong knowledge of financial planning products such as Pensions, SIPPs, ISAs and Investments
*Excellent organisational skills and attention to detail
*Strong communication and relationship-building abilities
*A genuine interest in developing a long-term career within financial services
*Client-focused and proactive approach
Location & Working Pattern:
Bracknell Office
This role is office-based during the six-month probation period to support onboarding and training. Following successful completion of probation, you’ll move to a flexible 3 days in the office / 2 days from home working pattern.
If you’re looking for a role with genuine career progression, industry-leading support, and the opportunity to build your future within a highly respected financial planning firm, we’d love to hear from you.