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Financial Planning Administrator


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Salary £25000 - £25000

Recruiter Managing This Role

Job Title: Financial Planning Administrator

Location: Leicester (LE2)

Are you a diligent and highly organised professional seeking a rewarding career in the financial planning industry? If so, an exciting opportunity awaits you at an established wealth management firm in Leicester. We are looking for a Financial Planning Administrator to join the team and provide essential administrative support.

Situated in a charming retail area on a pleasant road with estate agents, surveyors, and accountants as neighbours, the office is conveniently accessible via a bus route that connects both Leicester and Market Harborough. There is nearby parking for your convenience and they operate from a shop-front office, making it easy for walk-in clients to access services.

Position Details:

  • Full-Time Role: This is a full-time office-based position, with a salary of £25,000.

Additional Incentives:

  • £500 salary increase for every relevant professional qualification (RO exam) you pass.

Responsibilities: As a Financial Planning Administrator, you will have a range of responsibilities, including:

  • Assisting in coordinating 5-6 meetings per week at the office.
  • Ensuring the office is presentable for clients, including making tea and coffee.
  • Contributing to data input
  • Assisting with client reviews
  • General administrative support 

If you are seeking a dynamic and supportive work environment where you can grow in your career and have a meaningful impact on the financial well-being of clients, this role could be an excellent fit for you.

What’s next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services 

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Application For Financial Planning Administrator