Senior Financial Planning Administrator

TN United Kingdom; Reading; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A reputable Wealth Management firm in Reading is seeking a Senior Financial Planning Admin. In this hybrid role, you will process income and reconcile accounts while gaining exposure to a variety of services. The firm offers a supportive environment with opportunities for further study and a strong community focus.

Benefits

5% pension contribution

25 days plus bank holidays

Additional time off around the festive period

Life insurance options

Qualifications

• Experience with Sage and Intelliflo preferred.
• Strong knowledge of investments and pensions.

Responsibilities

• Income processing and reconciliation.
• Support for further studies and qualifications.

Skills

Communication

Knowledge of FCA regulations

Knowledge of investments and pensions

Tools

Sage

Intelliflo

Job description

Location

Reading

Salary

£34,000 - £40,000

Type

Permanent

Workplace

Hybrid

Ref

88116

Recruiter Managing This Role

Join a reputable Wealth Management firm dedicated to building long-term, trusted relationships with clients. The firm fosters a strong sense of community, offering a friendly yet professional working environment.

We have a fantastic opportunity for a Senior role within the Financial Planning Support team. You will work closely with the line manager and one of the company's Directors, gaining exposure to a wide range of services while receiving support for further studies and qualifications.

Key responsibilities include income processing and reconciliation; prior experience with Sage or similar accounting software will be advantageous.

Benefits:

• Hybrid working
• Agile working
• Salary up to £40,000, negotiable
• 5% pension contribution
• 25 days plus bank holidays
• Additional time off around the festive period
• Life insurance options for you and your family

Requirements:

• Knowledge and understanding of FCA regulations
• Strong knowledge of investments and pensions
• Experience with Sage and Intelliflo (preferred)
• Effective written and verbal communication skills
• Professional, proactive, and positive attitude

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

Job titles include: IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Client Liaison.