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Financial Planning Administrator


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

Connect with the recruiter managing this role

South Warnborough

Salary £25000 - £30000

Recruiter Managing This Role

An exciting opportunity for an ambitious IFA Administrator to join a successful Financial Planning firm, based near Hook. 
This client is looking for an IFA Administrator to provide a first-class compliant support service to the financial advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team.


  • £25,000 – £30,000 
  • Free parking
  • Pension contribution
  • 24 days holiday + Bank Holidays
  • Hours either: 8.30am – 5.00pm or 9am – 5:30pm
  • Friday from home as long as no client meetings in office 

What’s needed to be considered for this IFA Admin position?

  • Previous experience within an IFA or Financial Planning Practice
  • Comfortable with New Business processing
  • A strong knowledge of financial products, particularly Pensions and Investments
  • Team player, eager to share knowledge previously obtained as well as learn on the job

What’s next?

Apply today to be considered for this IFA Administrator 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.

IFA Admin, Financial Planning Support, Financial Adviser Assistant, Adviser support, Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner

Back To Financial Planning Administrator Job Description

Application For Financial Planning Administrator