Financial Planning Administrator - #2183338

Join a well-established independent financial planning firm where administration is valued as a career, not viewed simply as a support function.

This is an opportunity for an experienced Financial Planning Administrator to join a business that has invested heavily in its people, processes and infrastructure, creating an environment where you can focus on delivering a high-quality client experience.

Working alongside Financial Advisers and Paraplanners, you'll support high-quality client relationships across pensions, investments and retirement planning. You'll be joining a business with a strong reputation, a collaborative culture and a genuine commitment to staff development.

If you're currently in a role where workloads are excessive, support is lacking or progression feels limited, this offers the chance to join a firm that takes a longer-term approach to both client relationships and employee development.

About the firm

Our client is a well-established independent financial planning business with a strong reputation for delivering personalised, high-quality advice.

The business has experienced significant growth while maintaining a supportive and collaborative culture. Employees are encouraged to develop their skills and build long-term careers, supported by structured training, modern systems and experienced leadership.

You'll be joining an established client services team where processes are well embedded, expectations are clear and colleagues work together to deliver consistently high standards of service.

What you'll do

• Support Financial Advisers with the administration of client cases across pensions, investments and protection
• Manage new business submissions and see cases through to completion
• Liaise with clients, providers and internal colleagues to ensure applications and servicing requests progress efficiently
• Prepare documentation and information required for adviser meetings and ongoing client servicing
• Maintain accurate client records and documentation
• Support the delivery of an efficient and professional client experience throughout the advice process

What you'll need

• Experience in a Financial Planning, Wealth Management or IFA administration role
• Good understanding of pensions and investment products
• Experience supporting advisers within a regulated financial planning environment
• A desire to build a long-term career within financial planning and wealth management

Benefits

• Generous holiday allowance
• Annual company bonus scheme
• Private Medical Insurance
• Life assurance
• Group Income Protection
• Flexible benefits
• Electric car scheme
• Hybrid working
• Ongoing training and development support

If you're interested, please click Apply now or reach out to Ross Altan at Reed.

Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.