Financial Planning Administrator

TN United Kingdom; Lichfield; On-site; GBP 26,000 - 28,000; Full time

Job summary

Join a dynamic Financial Services Practice as a Financial Planning Administrator, where you'll provide essential support to Financial Planners. This role offers a unique opportunity to engage in high-quality technical administration and analytical tasks, ensuring smooth operations for high net worth clients. With a focus on career progression and a supportive team environment, this position is perfect for those looking to grow within the financial sector. Enjoy generous benefits, including 25 days of holiday, a pension scheme, and health support, all while contributing to a thriving national practice.

Benefits

25 days holiday plus bank holidays

Pension scheme with 5% employer contribution

Career progression opportunities

Paid study leave days

Company socials and events

Health and wellbeing support

Cash plan

Income Protection

Qualifications

• Experience in financial planning and administration is essential.
• Strong analytical skills to support financial planners.

Responsibilities

• Provide high-quality technical administration to Financial Planners.
• Process and monitor complex business activities.

Skills

Financial Analysis

Technical Administration

Analytical Skills

Education

Degree in Finance or related field

Job description

Location: Lichfield

Salary: £26,000 - £28,000

Type: Permanent

Workplace: On-Site

Ref: 87870

Job Description:

We are seeking a Financial Planning Administrator to join a national Financial Services Practice that offers personalized, independent, and bespoke wealth management services to high net worth clients.

The Opportunity

During a period of growth, our partner is looking for someone to provide high-quality technical administration and analytical support to the Financial Planners. Responsibilities include processing and monitoring complex business activities, both new and existing. This role offers the chance to work in a supportive team environment with strong progression opportunities.

Benefits

• 25 days holiday plus bank holidays
• Pension scheme with 5% employer contribution
• Career progression opportunities
• Two paid study leave days per exam and study support
• Company socials and events
• Health and wellbeing support
• Cash plan
• Income Protection

Next Steps

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. We aim to understand your skills and motivations and may recommend other relevant opportunities.

Additionally, refer a friend or colleague and receive £200 if we assist them in securing a new career.

Additional Information

EU work permit required: Yes

Job Reference: f4f6300b5cf1

Job Views: 24

Posted: 08.05.2025

Expiry Date: 22.06.2025