Financial Planning Administrator

Integrity365; High Wycombe; On-site; GBP 30,000 - 40,000; Full time

Job summary

Integrity365 is seeking an experienced Financial Planning Administrator to join its team in High Wycombe. The successful candidate will support Independent Financial Advisers, provide high-quality client communication, and contribute to the firm's reputation built on trust and transparency. This position offers a competitive salary and a collaborative work environment.

Benefits

Competitive package and benefits

Supportive team environment

Qualifications

• Minimum 3 years in Financial Services Administration.
• Experience with Intelliflo is required.
• Strong interpersonal skills and client communication.

Responsibilities

• Support Independent Financial Advisers.
• Create client-focused content and communication tools.
• Provide high-quality administrative support.

Skills

Financial Services Administration

Client-focused Communication

Trust and Transparency

Education

Experience in Financial Services

Tools

Intelliflo

Job description

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Marketing Executive at Integrity365 | In-house IFA marketing specialist, creating client-focused content and communication tools to build trust…

Integrity365 is hiring an experienced Financial Planning Administrator in the High Wycombe area.

Please note, this is an IFA administrator position, not an accounting role.

Due to a long-standing employee planning their well-deserved retirement, an exciting opportunity has arisen within Integrity365 for a talented IFA Administrator to join our team in our new office premises in Flackwell Heath, High Wycombe.

The role:

Integrity365 is currently looking to expand our team of office-based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and an exceptional client experience.

About us:

We are proud to advise individuals, families, business owners, farmers and corporate organisations throughout the UK. From our founding in 2020 in our rural Dyrham-based office, just outside of Bristol, Integrity365 has since gone from strength to strength. Our Independent Financial Advisers operate throughout the UK, with administrative hubs across Bristol, High Wycombe, London, Inverness, Helensburgh, and Arbroath.

Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.

At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.

We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.

Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.

Dependent on experience.

We offer:

A competitive package and benefits.

A great team to work with!

To Apply:

If you’ve had at least three years’ experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please email a cover note and accompanying CV to [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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