Financial Planning Administrator

Job OverviewWe are offering an exciting opportunity for a forward-thinking Financial Planning Assistant (IFA Administrator) to join our dynamic Chartered firm. This role is ideal for someone who is proactive, detail-driven, and ready to grow within a high-performing environment.As part of our team, you will support a wide range of financial planning...

**Job Overview** We are offering an exciting opportunity for a forward-thinking Financial Planning Assistant (IFA Administrator) to join our dynamic Chartered firm. This role is ideal for someone who is proactive, detail-driven, and ready to grow within a high-performing environment. As part of our team, you will support a wide range of financial planning...

Job Title: Office AdministratorCompany: Douglas White Financial PlanningLocation: Liverpool, L24 9HJJob Type: Part-time - 16 to 18 hours per week - Hours per day/days per week negotiableSalary: From £12.71 depending on experienceReports To: Office ManagerAbout UsDouglas White Financial Planning is a leading financial services firm specialising in...

Financial Planning Administrator – Financial ServicesLocation: Liverpool (Hybrid Working Available)Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefitsJob Type: Full-time, PermanentA highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning...

Office Administrator – Part‑time Location: Liverpool, L24 9HJ Job Type: Part‑time – 16 to 18 hours per week (negotiable) Salary: From £12.71 per hour (depending on experience) Reports To: Office Manager About Douglas White Financial Planning Douglas White Financial Planning is a leading financial services firm specialising in tailored wealth...

**Financial Planning Administrator - Liverpool - Salary to £32,000 plus Bonus and Benefiits (potentially negotiable)** An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Liverpool. The organisation is well established,...

A financial services firm in Liverpool is seeking a part-time Office Administrator to support office operations. The ideal candidate will have strong communication skills and attention to detail. Responsibilities include handling calls, managing correspondence, and preparing client information. This role offers a competitive salary starting from £12.71 per...

**About Us** Douglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives. With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to help our...

Your newpany My client, a leading financial planning organisation, is seeking a professional financial planning administrator to join their team on a permanent basis. Working from contemporary offices based in Crosby and joining a supportive and friendly team, this is an opportunity not to be missed. Your new role The position is being offered full-time,...

Financial Planning Administrator Salary: £26,000 - £30,000 + benefits Liverpool, Merseyside A growing, values-led financial planning firm is seeking a detail-focused Financial Planning Administrator to join their high-performing team. This is a key role at the heart of the client experience — not a back-office admin job. You’ll be the first point of...