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Financial Planning Administrator


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Salary £20000 - £28000

Recruiter Managing This Role

Job Title: Financial Planning Administrator
Boston, UK
Competitive salary dependent on experience 

Compensation and Benefits:

  • Enhanced Pension: We offer an employer contribution of 5%.
  • Holidays: You will start with 20 days of holiday, increasing to 25 after 3 years of service.
  • Study/Exam Support: Full support for your professional development, covering CII fees and offering exam days off.
  • On-Site Parking: Convenient on-site parking facilities for all team members..
  • Team days out / social events, such as regular attendance at the local races! 

A well-established financial advisory firm is seeking experienced Financial Planning Administrators to join the team. As a key player in the financial planning industry, the business is dedicated to providing exceptional service to their clients and are looking for individuals who share their commitment.

Key Responsibilities:

As a Financial Planning Administrator, your primary responsibilities will include:

  • Processing new business efficiently and accurately.
  • Liaising with providers to ensure seamless communication and transaction processing.
  • Preparing comprehensive client meeting packs, demonstrating attention to detail and organisational skills.
  • Facilitating fund switches and withdrawals, ensuring compliance with regulations and client preferences.

How to Apply:

If you are an experienced Financial Planning Administrator seeking a new and exciting opportunity within a supportive team, we would love to hear from you. 

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, Client Delivery, 

Back To Financial Planning Administrator Job Description

Application For Financial Planning Administrator