Financial Planning Administrator

Salary: £32,000 - £36,000 (dependent on experience)
Full-time preferred | Part-time considered | Office-based

A well-established firm of Independent Financial Advisers (IFAs) based in Harrogate is looking for an experienced Financial Planning Administrator to join their team.

As a key part of the support team, you will provide essential administrative assistance to Advisers and Paraplanners. Your responsibilities will include:

• Obtaining quotes and processing new business
• Client communication and liaison with providers
• Monitoring transactions and ensuring smooth client service
• Supporting Advisers and Paraplanners with administrative tasks
• Using Xplan (experience with this system is an advantage)

The ideal candidate will be highly organised and proactive, with:

• At least two years' experience in an IFA firm as a Financial Planning Administrator
• Strong attention to detail and ability to work independently and as part of a team
• Confidence in dealing with providers and clients
• A professional and customer-focused approach

• Competitive salary (£32,000 - £36,000, based on experience)
• 27 days’ holiday plus statutory holidays
• Group pension scheme
• 2x Death in Service benefit
• Free on-site parking
• Office hours: Monday to Friday, 9:00 am - 5:00 pm (45 min lunch, unpaid)
• Please note: This is an office-based role with no hybrid working.

If you are an experienced Financial Planning Administrator looking for your next opportunity in a supportive and professional environment, we’d love to hear from you.