Finance Administrator

Recruit UK | Certified B Corp™; Sunderland; Hybrid; GBP 28,000; Full time

Job summary

A dynamic financial planning firm in Sunderland is seeking a proactive IFA Administrator. The role involves supporting client interactions and ensuring a seamless experience. Ideal candidates will be organised, detail-oriented, and eager to learn in a collaborative environment. Benefits include a salary of up to £28,000, hybrid working, and study support.

Benefits

Company pension & life cover

Study support

Enhanced leave policies

Hybrid working setup

Qualifications

• No formal qualifications needed, just a can-do attitude.
• Willingness to learn and grow in financial services.

Responsibilities

• Support advisers, paraplanners, and client relationship managers.
• Schedule meetings and prepare review packs.
• Process new business and handle client queries.

Skills

Organised

Attention to detail

Customer service

Communication

IT skills

Job description

1 week ago Be among the first 25 applicants

Recruit UK | Certified B Corp provided pay range

This range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Recruit UK | Certified B Corp

Financial Planning Recruitment Specialist | Connecting Top Talent with Leading Firms

We’re Hiring – Financial Planning Administrator | Sunderland | Up to £28,000

Location: Sunderland | Hybrid working

Ref: 9644

Are you a proactive and organised individual looking to grow your career in financial services? I'm working with a dynamic, client-focused financial planning firm in Sunderland that’s looking for an IFA Administrator to join their supportive and collaborative team.

What you’ll be doing:

You'll play a key role in delivering a smooth client experience—supporting advisers, paraplanners, and client relationship managers. From scheduling meetings and preparing review packs to processing new business and handling client queries, your work will help keep the client journey seamless and professional.

You’ll enjoy this role if you:

• Are highly organised with great attention to detail
• Enjoy working in a fast-paced, collaborative environment
• Have experience with admin, customer service or financial services
• Want to learn, grow, and contribute to a forward-thinking team

No formal qualifications needed, just a can-do attitude, willingness to learn, and solid IT and communication skills. Benefits include:

• Salary up to £28,000
• Company pension & life cover
• Study support
• Enhanced leave policies
• Hybrid working setup

This is a brilliant opportunity for someone looking to develop in financial planning and client administration.

Interested or know someone who’d be a great fit?

Send your CV or reach out to me directly, I’d love to chat.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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