Financial Planning Administrator

Job Ref

90475

Location

Uckfield

Salary

£28,000 - £36,000 Per Annum

Employment Type

Permanent

  • Location: Uckfield, East Sussex
  • Type: Permanent
  • Job #90475
  • Salary: £28,000 - £36,000 Per Annum

IFA Administrator 
£27,000 – £36,000

A well-established Financial Planning firm in East Sussex is seeking a experienced Financial Planning Administrator to join their Client Support team. This is an excellent opportunity to develop your career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.
The role is offering excellent training, exam support, and genuine career development opportunities.
As an IFA Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.

To be considered for this IFA Admin position: 
•   Prior experience in financial services administration 
•   Knowledge of Intelligent Office (IO) is advantageous
•   Strong administrative and organisational skills with excellent attention to detail
•   Ability to manage workload effectively 

Benefits
•    Salary up to £36,000
•    Private Medical Insurance 
•    Life Assurance (3x salary)
•    Aegon pension (5% employer contribution, option to invest in company CIP)
•    25 days holiday + holiday purchase scheme (buy/sell up to 5 days)
•    Full exam support
•    Enhanced maternity/paternity pay
•    Office-based role with supportive team culture

Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in detail before your CV is submitted to the client. 

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