Financial Planning Administrator
other jobs Heat Recruitment
Added before 12 hours
- England,South East,East Sussex,Brighton and Hove
- Full Time, Permanent
- £27,000 - £37,000 per annum
Job Description:
IFA Administrator
Brighton
£27,000 - £37,000
A well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.
The role is fully office based (with the occasional remote day), offering excellent training, exam support, and genuine career development opportunities.
As an 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.
Benefits
• Salary up to £35,000, negoatiable
• Private Medical Insurance (Bupa)
• Life Assurance (3x salary)
• 5% employer contribution
• 25 days holiday + holiday purchase scheme
• Full exam support
• Enhanced maternity/paternity pay
• Office-based role with supportive team culture
• Occasional day of work from home if needed
To be considered for this IFA Admin position:
• At least 1 year’s 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 and prioritise client requests
• Eagerness to continue personal and professional development
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.
Brighton
£27,000 - £37,000
A well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.
The role is fully office based (with the occasional remote day), offering excellent training, exam support, and genuine career development opportunities.
As an 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.
Benefits
• Salary up to £35,000, negoatiable
• Private Medical Insurance (Bupa)
• Life Assurance (3x salary)
• 5% employer contribution
• 25 days holiday + holiday purchase scheme
• Full exam support
• Enhanced maternity/paternity pay
• Office-based role with supportive team culture
• Occasional day of work from home if needed
To be considered for this IFA Admin position:
• At least 1 year’s 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 and prioritise client requests
• Eagerness to continue personal and professional development
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.
Job number 3184883
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...