Senior Financial Planning Administrator

Not every admin role moves you forward - some just keep you busy.

This one is different.

You’ll join one of the most respected financial planning firms in the UK. Not because they shout about it but because people in the profession quietly acknowledge it.

More importantly, you’ll join a business that backs its people properly.

They’re employee-owned through an EOT, which means:

• No surprise sale to a consolidator.
• No PE exit pressure.
• No short-term decision making.

After 12 months you’ll receive a tax-free bonus of up to £3,600 each year because you share in the success of the firm.

And you’ll actually have a voice in how it operates.


THE JOB

You’ll take over from a long-standing colleague who is retiring. You’ll get a proper handover and join a settled team of three.

You’ll:

• Be front and centre of client relationships 
• Prepare paperwork for client meetings
• Carry out product research
• Submit new business
• Work closely with highly qualified paraplanners and planners
• Contribute to delivering genuinely high-quality client outcomes

It’s structured. It’s organised. It’s professional.

And you won’t be firefighting chaos at 6pm.


WHAT'S IN IT FOR YOU?

• £29,000 – £32,000 starting salary
• A consistent four-figure company bonus (paid every year)
• Tax-free EOT bonus after 12 months
• Annual salary reviews
• Private medical insurance
• Death in service
• Holidays rising to 27 days
• Support with exams and professional memberships
• Bonuses for passing exams

Yes you'll work from the office. But people leave at 5. Regularly. And that's because this is a business that takes work-life balance seriously. 

The office itself? On-site gym, pizza oven and countryside views that don’t hurt either. You'll leave the office energised not exhausted. 


HERE'S WHAT YOU'LL NEED

• Experience as a financial planning/IFA administrator
• Conscientious, organised, and comfortable working to high standards
• Keen to learn and improve

Experience with Intelliflo and Transact is helpful but not essential.


----------------------------------------------------------------------------------
This isn’t a “stepping stone” firm.

It’s the sort of place people build long careers because they’re looked after, developed properly and treated like adults.

If that sounds like a better way to work, click apply.

CV not up to date? Don't worry. Send us what you have and we sort the rest later. 

Everyone receives a response.