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Financial Planner Administrator


Thank you for your application for Financial Planner Administrator. You will receive an email with confirmation of your application. Good luck!

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Salary £28000 - £32000

Recruiter Managing This Role

An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialise in all aspects of savings, investments and retirement planning for someone to join the team based near Fareham.
This company prides themselves on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you can have fun and grow. This is an established company with L&D and team leaders to help support you through onboard and to advance your knowledge/ career. 


  • Up to £32,000
  • 28 days’ holiday plus bank holidays
  • Onsite parking
  • Life assurance
  • Income protection
  • DIS
  • Pension
  • Flexible benefits platform. 
  • Hybrid working – 2 days in the office 
  • Exam support and progression


  • Previous experience in a similar role within an IFA Practice
  • Knowledge of investment products ISAs, Pensions, Bonds
  • Confident and competent communication skills, verbal and written
  • Any Financial Services qualifications are desired

If this specific Financial Plannier Administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support

Back To Financial Planner Administrator Job Description

Application For Financial Planner Administrator