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Permanent

Financial Planning Administrator

Gloucester
money-bag 25000.00-25000.00 Annual
3088855398
Posted 2 days ago

Financial Planning AdministratorGloucester, hybrid workingFollowing another year of exceptional growth, this award-winning financial planning firm is looking to expand its team with an additional Financial Planning Administrator.You''ll be joining a highly successful, well-established business with a collaborative back-office and operations team already in place. The culture is genuinely friendly, social, and supportive, making it an excellent environment for someone looking to build a long-term career in financial planning.This is a fantastic opportunity to develop your career, with full support toward professional qualifications and clear progression routes into paraplanning or advisory roles.Your Day to Day:Providing admin support to Financial PlannersLiaising with clients and providers to manage queries and processes efficientlyAssisting with new business submissions, valuations, and ongoing servicingSupporting the wider team to ensure a smooth client journeyBenefits:Salary - £30,000 (negotiable)Hybrid working modelFlexible benefits packageBirthday day off Casual office dress codePrivate medical insuranceElectric car schemeGroup income protection, critical illness and life insuranceDeath in Service (DIS)Full exam support (materials + costs covered)Clear progression into paraplanning or advisory rolesTo be considered for this IFA Admin position: Previous experience within financial planning (pensions and investments)Strong communication skills across phone, email, and face

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