Senior Financial Planning Administrator

• Experience within a Financial Planning / IFA environment


• Strong administration background


• Hybrid role

An established, values-led financial planning firm is looking for an experienced Senior Financial Planning Administrator to support continued business growth.
This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together.
About You: • Experience within a Financial Planning / IFA environment is essential

• Strong administration background


• Organised, efficient and process-minded


• Confident working closely with advisers


• Collaborative, approachable and supportive


• Open to improvement and positive change

The Role: • New business processing and adviser support

• Client documentation and workflow management


• Supporting operational improvements and team consistency


• Helping improve communication, processes and efficiency

Competitive salary, hybrid working, strong benefits and a supportive culture.
If you’re an experienced financial planning administrator looking for a senior operational role without moving away from administration, we’d love to hear from you.

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