Financial Planning Administrator

Exchange Street Executive Search; United Kingdom; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A recruiting firm is seeking a Senior Administrator in the UK offering up to £35,000 plus bonuses. The role provides a chance to progress into paraplanning or excel as an administrator, with hybrid work and support for professional exams. Strong attention to detail and experience in financial planning administration are essential. Apply now to secure your growth path and benefits package.

Benefits

Discretionary bonus

25 days holiday

Support with exams

Qualifications

• Experience as a financial planning administrator in an IFA or restricted practice.

Responsibilities

• Support with exams and career progression.
• Work on a hybrid basis with flexible hours.
• Maintain high standards in administrative tasks.

Skills

Attention to detail

Conscientious mindset

Job description

Overview

Decent pay, an opportunity to progress, support with exams - you're not asking for much.

So why does it all feel like such a battle to get where you are?

It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one.

Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average.

Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine.

But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again.

You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person.

What you'll need

You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice.

You'll have good attention to detail and have a conscientious mindset.

Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch.

If you don't have an up to date CV don't worry, we can come to that later.

Everyone will receive a response.