Senior Financial Planning Administrator - #2079180

• Experience within a Financial Planning / IFA environment
• Strong administration background
• Hybrid role

An established, values-led financial planning firm is looking for an experienced Senior Financial Planning Administrator to support continued business growth.
This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together.
About You:

• Experience within a Financial Planning / IFA environment is essential
• Strong administration background
• Organised, efficient and process-minded
• Confident working closely with advisers
• Collaborative, approachable and supportive
• Open to improvement and positive change

The Role:

• New business processing and adviser support
• Client documentation and workflow management
• Supporting operational improvements and team consistency
• Helping improve communication, processes and efficiency

Competitive salary, hybrid working, strong benefits and a supportive culture.
If you’re an experienced financial planning administrator looking for a senior operational role without moving away from administration, we’d love to hear from you.