Financial Planning Administrator
Financial Planning Administrator
Up to £35,000 + Benefits + Annual Bonus | Boutique IFA Firm | Hybrid Working (9/10 Days WFH)
An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a thriving boutique firm of Independent Financial Planners that has enjoyed exceptional growth since launching less than five years ago.
Built on a reputation for outstanding service, meaningful lifelong client relationships and genuinely listening to clients to deliver real value, the firm has already grown to a close-knit team of five and now manages over £140M of Funds Under Management.
Due to continued success, they are looking to make an additional hire and are seeking someone who shares their values, commitment to excellence and long-term mindset.
This is a fantastic opportunity for an experienced administrator who enjoys working within a high-quality, client-centric planning environment where relationships matter more than volume.
The Opportunity
Working closely with advisers and the wider team, you will play a key role in supporting the delivery of first-class financial planning services to private clients.
Responsibilities will include:
- Processing new business for new and existing clients
- Managing cases and pipelines through to completion
- Preparing client valuations, reports and meeting documentation
- Obtaining illustrations, quotations, fund information and provider data
- Liaising with clients, providers and third parties
- Maintaining accurate CRM records and compliant client files
- Supporting advisers with ongoing servicing and administrative requirements
- Delivering a professional, proactive and high-touch client experience throughout the advice journey
The successful candidate will bring:
- A minimum of 3 years’ experience within private client financial planning / wealth management
- Strong understanding of financial planning administration processes and provider interaction
- Excellent organisational skills and exceptional attention to detail
- Strong communication skills and a genuine passion for delivering outstanding client service
- A proactive, collaborative and solutions-focused approach
- Demonstrable stability and longevity in previous roles, as this is a long-term hire where cultural fit and commitment are highly valued
- Most importantly, you will be someone who believes in building trusted relationships, takes pride in delivering exceptional service and wants to be part of a growing boutique firm where quality, integrity and client outcomes come first.
- Salary up to £35,000 depending on experience
- Annual performance bonus
- Comprehensive benefits package
- Outstanding flexibility with 9 out of 10 days working from home
- Join a successful and ambitious boutique IFA practice during an exciting growth phase
- Be part of a small, collaborative and genuinely supportive team
- Work within a firm that prioritises meaningful client relationships over transactional advice
- Exposure to high-quality financial planning work and rewarding client cases
- Genuine long-term career opportunity with a business that values loyalty, contribution and professional development
If you’re an experienced Financial Planning Administrator seeking a role where your work genuinely matters, and where you can build a long-term future within a successful, values-driven boutique planning firm, we would love to hear from you.
Applications handled in the strictest confidence.