Financial Planning Administrator

TN United Kingdom; Bracknell; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A well-regarded financial planning firm in Bracknell is seeking a Senior IFA Administrator to join their team. This role offers a hybrid working environment, allowing for flexibility while maintaining high professional standards. The firm is dedicated to supporting career development, providing exam support, and fostering a warm, community-focused culture. Ideal candidates will have prior experience in an IFA setting and a solid understanding of FCA regulations. This is a fantastic opportunity to grow within the financial planning profession while enjoying a range of benefits, including a bonus scheme and life insurance.

Benefits

Flexible working

Hybrid working

Annual Review

Bonus Scheme

Birthday off

Life Insurance

Permanent Health Insurance

Pension

Qualifications

• Experience in IFA settings is essential.
• Knowledge of FCA regulations is crucial for compliance.

Responsibilities

• Support financial planning operations as a Senior IFA Administrator.
• Enhance technical expertise within a community-focused firm.

Skills

Experience in IFA setting

Knowledge of FCA regulations

Effective communication skills

Professional attitude

Job description

Location

Bracknell

Salary: £30,000 - £38,000

Type: Permanent

Workplace: Hybrid

Ref: 88022

Senior IFA Administrator Bracknell | Hybrid Working

We are supporting a well-regarded Bracknell-based financial planning firm in their search for a Senior IFA Administrator. The business is known for its warm, community-focused culture, combining a friendly atmosphere with high professional standards.

This is an excellent opportunity for an experienced IFA administrator to join a growing firm that genuinely supports career development. With a broad proposition and exam support on offer, it's an ideal environment for someone looking to enhance their technical expertise and progress within the financial planning profession.

Benefits:

• Flexible working
• Hybrid working
• £32,000 - £38,000
• Annual Review, Bonus Scheme and Awards
• Birthday off
• Life Insurance
• Permanent Health Insurance
• Pension
• And more—reach out to discuss these details

What’s needed for consideration?

• Previous experience within an IFA setting
• Knowledge and understanding of FCA regulations
• Effective communication skills, both written and verbal
• A professional, proactive, and positive attitude

Next steps:

Apply today to be considered for this IFA Administrator role. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail before submitting your CV to the client. Additionally, refer a friend or colleague, and receive £200 if we assist them in securing a new career.

Job synonyms: IFA administrator, Financial planning administrator, Private client support, Paraplanner assistant, IFA support, Technical Support