Financial Planning Administrator
Gloucester, hybrid working
Following another year of exceptional growth, this award-winning financial planning firm is looking to expand its team with an additional Financial Planning Administrator.
You’ll be joining a highly successful, well-established business with a collaborative back-office and operations team already in place. The culture is genuinely friendly, social, and supportive, making it an excellent environment for someone looking to build a long-term career in financial planning.
This is a fantastic opportunity to develop your career, with full support toward professional qualifications and clear progression routes into paraplanning or advisory roles.
Your Day to Day:
- Providing admin support to Financial Planners
- Liaising with clients and providers to manage queries and processes efficiently
- Assisting with new business submissions, valuations, and ongoing servicing
- Supporting the wider team to ensure a smooth client journey
Benefits:
- Salary – £30,000 (negotiable)
- Hybrid working model
- Flexible benefits package
- Birthday day off
- Casual office dress code
- Private medical insurance
- Electric car scheme
- Group income protection, critical illness & life insurance
- Death in Service (DIS)
- Full exam support (materials + costs covered)
- Clear progression into paraplanning or advisory roles
To be consider for this IFA Admin position:
- Previous experience within financial planning (pensions & investments)
- Strong communication skills across phone, email, and face-to-face
- Experience liaising with providers and clients
- A proactive and team-oriented approach
If you’re looking to join a company that genuinely invests in your development and offers long-term career progression, this could be the perfect next step.
Apply today to be considered.
Know someone suitable? Refer them to us and receive £200 if we help them secure a new role.