Financial Planning Administrator
Gloucester, hybrid working
Following another year of exceptional growth, this award-winning financial planning firm is looking to expand its team with an additional Financial Planning Administrator.
You’ll be joining a highly successful, well-established business with a collaborative back-office and operations team already in place. The culture is genuinely friendly, social, and supportive, making it an excellent environment for someone looking to build a long-term career in financial planning.
This is a fantastic opportunity to develop your career, with full support toward professional qualifications and clear progression routes into paraplanning or advisory roles.
Your Day to Day:
*Providing admin support to Financial Planners
*Liaising with clients and providers to manage queries and processes efficiently
*Assisting with new business submissions, valuations, and ongoing servicing
*Supporting the wider team to ensure a smooth client journey
Benefits:
*Salary - £30,000 (negotiable)
*Hybrid working model
*Flexible benefits package
*Birthday day off
*Casual office dress code
*Private medical insurance
*Electric car scheme
*Group income protection, critical illness & life insurance
*Death in Service (DIS)
*Full exam support (materials + costs covered)
*Clear progression into paraplanning or advisory roles
To be considered for this IFA Admin position:
*Previous experience within financial planning (pensions & investments)
*Strong communication skills across phone, email, and face-to-face
*Experience liaising with providers and clients
*A proactive and team-oriented approach
If you’re looking to join a company that genuinely invests in your development and offers long-term career progression, this could be the perfect next step.
Apply today to be considered.
Know someone suitable? Refer them to us and receive £200 if we help them secure a new role.