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Financial Planning Administrator

2 months ago


BurnhamonSea, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time £27,000 - £32,000

**About the Role**

Recruit UK, a Certified B Corp™, is seeking an experienced Financial Planning Administrator to join our team. As an IFA Administrator, you will provide essential administrative support to financial advisers, ensuring smooth operations within the firm.

This role is ideal for an organised professional with experience in financial planning administration. Key responsibilities include:

  • Managing client data, updating records, and maintaining compliance documentation
  • Optimising back-office systems and maintaining compliance standards
  • Providing administrative support to financial advisers

**What We Offer**

Competitive salary

Support environment for career progression & qualifications within work hours

Hybrid working and carpool options

Opportunity to progress within the company to Paraplanning and Advice

Generous benefits including PMI, pension, and support

Previous experience in a financial planning or IFA environment

Proficient in using financial advice software

Financial Services