Financial Planning Administrator

Exchange Street Claims & Financial Services; Bradford-on-Avon; On-site; GBP 25,000 - 35,000; Full time

Job summary

An evolving IFA business is seeking dedicated administrators to join their supportive team. This opportunity offers stability and growth, with a focus on nurturing talent and investing in staff. You'll play a vital role in assisting financial planners, ensuring seamless client interactions, and contributing to a culture that values feedback and development. With a competitive salary and a range of benefits, this position is perfect for those looking to grow in a rewarding environment. If you're detail-oriented and eager to learn, this role could be your next step toward a fulfilling career.

Benefits

Company pension scheme with enhanced contributions

Employee Assistance Programme

Full training with a designated mentor

Free Eye Test Vouchers

Discretionary Company Sick Pay

Qualifications

• Experience as a financial planning administrator is preferred.
• Ability to learn and adapt quickly in a supportive environment.

Responsibilities

• Support planners and paraplanners by processing new business.
• Prepare client meeting packs and arrange letters of authority.

Skills

Attention to Detail

Client Liaison

Financial Planning Administration

Education

Relevant Financial Qualifications

Job description

Job Description

This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house. That means stability. It means modernisation and for you, opportunity. It's already a successful, profitable company. But with succession planning in mind, they've conducted a review and recognized the need for investment. That will include the potential acquisition of other firms but also investment in its staff, which is where you come in.

They have several vacancies to join their existing team, where retention is the watchword. Most of the team have been here for more than seven years, and that doesn't happen by accident. It happens when you nurture and develop people. It happens when you trust and empower them. And it happens when you reward them fairly for the work they do. This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.

They're currently recruiting for a number of administrators. The admin team currently includes 4 employees, but the intention is for this to grow to 6 or 7 in the next few months. You'll support the firm's planners and paraplanners, liaising with clients and providers and processing new business. You'll also prepare client meeting packs and take ownership of arranging letters of authority.

This position comes with a starting salary of between £25,000 and £35,000 depending on experience and qualifications. There's also a range of benefits:

• Company pension scheme with enhanced company contributions
• Employee Assistance Programme – Health Assured (a 24-hour helpline to support you through any of life’s issues or problems. This is confidential, easy to access, and often 1-1 counselling sessions are included as necessary)
• Full training with a designated mentor to support the right candidate
• Free Eye Test Vouchers
• Discretionary Company Sick Pay

This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment, your voice will be heard.

Here's what you'll need:

You'll have at least some experience as a financial planning administrator. The firm is hiring two junior administrators where the amount of experience is less important than character, the ability to learn, and attention to detail. For those seeking the higher end of the salary bracket, then levels of experience and exam progress will be of keener interest.

Want to know more? Click apply, and we will be in touch to answer your questions. Don't have a CV? No problem. Just send us a way of contacting you. We can review the CV later. Everyone will receive a response.