Financial Planning Administrator - Hybrid Working

We are working with a prestigious Chartered Accountancy practice that is seeking an IFA Administrator to join their growing Financial Planning division. This is a fantastic opportunity to work within a well-established team of Chartered Financial Planners, Paraplanners, and Administrators in a supportive and professional environment.

The Role

• Provide administrative support to Financial Planners and Paraplanners
• Process new business applications and maintain accurate client records
• Liaise with clients, providers, and internal teams to ensure efficient workflow
• Assist with compliance documentation and regulatory requirements
• Support the preparation of client reports and documentation

Key Requirements

• Previous experience in an IFA administration role
• Strong understanding of financial planning processes and products
• Excellent organisational and communication skills
• Ability to work effectively in a team environment

Benefits

• Competitive salary up to £35,000 (dependent on experience) + bonus
• Hybrid working
• Annual salary review
• 25 days annual leave plus bank holidays
• Death in service (3x annual salary)
• Private Medical Insurance
• Flexible benefits, including buy/sell holiday,

This is an excellent opportunity to join a well-established and highly regarded Financial Planning team within a leading accountancy firm. The client will provide first class on the job training, they fully support staff for market exams and actively encourage progression.