Senior Financial Planning Administrator City of London (3 days a week in the office) Up to £35,000 A well-renowned, national Financial Planning firm is looking for an experienced Senior Financial Planning Administrator to join their growing team out of their London HQ. This is a fantastic opportunity for someone with strong IFA/Financial Planning administration experience who wants to take on more responsibility and play a key role in supporting busy Advisers on high net worth clients. They are looking for someone with like-for-like experience, within the IFA or Wealth Management industry. Ideally you will be working towards industry qualifications, which they can support with and help you develop. Benefits include: Hybrid working Private Medical Insurance 25 days of annual leave Enhanced parental leave Flexi benefits and cash plans Exam support If you're an experienced Administrator looking to step into a senior role with more responsibility and long term development, we'd love to hear from you.
Mar 17, 2026
Full time
Senior Financial Planning Administrator City of London (3 days a week in the office) Up to £35,000 A well-renowned, national Financial Planning firm is looking for an experienced Senior Financial Planning Administrator to join their growing team out of their London HQ. This is a fantastic opportunity for someone with strong IFA/Financial Planning administration experience who wants to take on more responsibility and play a key role in supporting busy Advisers on high net worth clients. They are looking for someone with like-for-like experience, within the IFA or Wealth Management industry. Ideally you will be working towards industry qualifications, which they can support with and help you develop. Benefits include: Hybrid working Private Medical Insurance 25 days of annual leave Enhanced parental leave Flexi benefits and cash plans Exam support If you're an experienced Administrator looking to step into a senior role with more responsibility and long term development, we'd love to hear from you.
Financial Planning Administrator Tring (3-4 days a week in the office) Onsite parking £30,000 - £40,000 depending on experience We're working with a well-established, client-focused independent financial planning firm that is looking to appoint a Financial Planning Administrator to work in a technical and well rounded role to support all teams across the business, and assist with some suitability report writing. This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You'll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality support. The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based. As a Financial Planning Administrator, you will work alongside the Senior Administrator, Paraplanners and the Office Manager to assist all staff across the business. This is a varied role and will give you exposure to all areas within the IFA back office, and increase your knowledge of the industry. They are looking for someone with a flexible attitude to work. They are open on the level of experience required, so you may be an Administrator at the start of your career in Financial Planning (can support with exams and training), or a more senior and experienced individual. The role and salary will be adapted accordingly. What they're looking for: Previous experience in an Administrator role within a financial planning / IFA environment Some exposure to templated suitability letter writing Good understanding of pensions, investments, protection and tax-based planning Experience using systems such as Intelligent Office Why join? Join a respected, relationship-driven financial planning firm with a local client base Exposure to genuinely holistic advice, not transactional sales Supportive team culture with strong adviser collaboration Opportunity to further develop technical skills and long-term career progression
Mar 17, 2026
Full time
Financial Planning Administrator Tring (3-4 days a week in the office) Onsite parking £30,000 - £40,000 depending on experience We're working with a well-established, client-focused independent financial planning firm that is looking to appoint a Financial Planning Administrator to work in a technical and well rounded role to support all teams across the business, and assist with some suitability report writing. This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You'll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality support. The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based. As a Financial Planning Administrator, you will work alongside the Senior Administrator, Paraplanners and the Office Manager to assist all staff across the business. This is a varied role and will give you exposure to all areas within the IFA back office, and increase your knowledge of the industry. They are looking for someone with a flexible attitude to work. They are open on the level of experience required, so you may be an Administrator at the start of your career in Financial Planning (can support with exams and training), or a more senior and experienced individual. The role and salary will be adapted accordingly. What they're looking for: Previous experience in an Administrator role within a financial planning / IFA environment Some exposure to templated suitability letter writing Good understanding of pensions, investments, protection and tax-based planning Experience using systems such as Intelligent Office Why join? Join a respected, relationship-driven financial planning firm with a local client base Exposure to genuinely holistic advice, not transactional sales Supportive team culture with strong adviser collaboration Opportunity to further develop technical skills and long-term career progression
Financial Planning Administrator Newcastle Upon Tyne, 2 days a week Up to £30,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role or similar is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, Financial Advice, Advisory, Adviser Support
Mar 17, 2026
Full time
Financial Planning Administrator Newcastle Upon Tyne, 2 days a week Up to £30,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role or similar is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, Financial Advice, Advisory, Adviser Support
Paraplanner, Location: Finchley, North London Salary: £35,000 - £40,000 + Excellent Benefits Full-time Hybrid/Flexible Working Benefits include: 2 or 3 days a week in the office 4% matched pension Health Cash Plan Death In Service Income protection (terms apply). Cycle to work scheme EAPs Company events Breakfast supplies A Financial Planning practice in North London are hiring across a number of their teams in a period of growth. As a Paraplanner, you will be responsible for supporting one or more Financial Advisers by managing advice processes in a compliant and efficient manner. Your key responsibilities will include: Assisting with client meeting preparation, attending these as required Undertaking research into products Writing suitability reports across Pensions, Investments, Protection, Equity Release Cash flow modelling Manage new business cases and submissions Monitor new business pipeline Fund switches & withdrawals Utilising Voyant, SelectaPension, FE Analytics and more Building strong relationships with Advisers, clients, and providers. We are looking for someone who: Has experience in paraplanning or a similar role within financial services. Is Level 4 Diploma qualified (or close to completion!) Has a good understanding of financial products, investment strategies, and regulatory requirements. Can build strong relationships with clients, advisers, and providers. If you are an experienced Paraplanner looking for a new challenge, we would love to hear from you!
Mar 17, 2026
Full time
Paraplanner, Location: Finchley, North London Salary: £35,000 - £40,000 + Excellent Benefits Full-time Hybrid/Flexible Working Benefits include: 2 or 3 days a week in the office 4% matched pension Health Cash Plan Death In Service Income protection (terms apply). Cycle to work scheme EAPs Company events Breakfast supplies A Financial Planning practice in North London are hiring across a number of their teams in a period of growth. As a Paraplanner, you will be responsible for supporting one or more Financial Advisers by managing advice processes in a compliant and efficient manner. Your key responsibilities will include: Assisting with client meeting preparation, attending these as required Undertaking research into products Writing suitability reports across Pensions, Investments, Protection, Equity Release Cash flow modelling Manage new business cases and submissions Monitor new business pipeline Fund switches & withdrawals Utilising Voyant, SelectaPension, FE Analytics and more Building strong relationships with Advisers, clients, and providers. We are looking for someone who: Has experience in paraplanning or a similar role within financial services. Is Level 4 Diploma qualified (or close to completion!) Has a good understanding of financial products, investment strategies, and regulatory requirements. Can build strong relationships with clients, advisers, and providers. If you are an experienced Paraplanner looking for a new challenge, we would love to hear from you!
