Tring
Financial Planning Administrator
Tring (3-4 days a week in the office)
Onsite parking
£30,000 – £40,000 depending on experience
We’re working with a well-established, client-focused independent financial planning firm that is looking to appoint a Financial Planning Administrator to work in a technical and well rounded role to support all teams across the business, and assist with some suitability report writing.
This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You’ll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality support.
The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based.
As a Financial Planning Administrator, you will work alongside the Senior Administrator, Paraplanners and the Office Manager to assist all staff across the business. This is a varied role and will give you exposure to all areas within the IFA back office, and increase your knowledge of the industry. They are looking for someone with a flexible attitude to work.
They are open on the level of experience required, so you may be an Administrator at the start of your career in Financial Planning (can support with exams and training), or a more senior and experienced individual. The role and salary will be adapted accordingly.
What they’re looking for:
- Previous experience in an Administrator role within a financial planning / IFA environment
- Some exposure to templated suitability letter writing
- Good understanding of pensions, investments, protection and tax-based planning
- Experience using systems such as Intelligent Office
Why join?
- Join a respected, relationship-driven financial planning firm with a local client base
- Exposure to genuinely holistic advice, not transactional sales
- Supportive team culture with strong adviser collaboration
- Opportunity to further develop technical skills and long-term career progression