Financial Planning Administrator - Hybrid
Location: Deeside (Hybrid - 3 days at home following probation)
Salary: £27,000-£33,000 + Bonus + Benefits
Contract: Full-time, Permanent
A Career Move That Actually Moves You Forward
Are you an organised, detail‑driven IFA Administrator looking for a role with more client interaction, more progression and more opportunity?
This award‑winning financial planning firm is expanding, and they’re searching for a motivated IFA Administrator to join their high‑performing team. If you’re currently supporting advisers, paraplanners, or operations and want a role that blends service, technical work, and relationship management, this is your next step.
Why This Role Stands Out
* Up to £33,000 salary, depending on experience & qualifications
* Quarterly + Annual bonus tied to individual and company performance
* 25 days holiday + bank holidays (increasing with service)
* 5% employer pension contribution
* Income Protection, Critical Illness & Life Cover
* Paid sick leave
* Hybrid working (minimum 2 days in-office post‑probation)
* Full study support toward the Level 4 Diploma
* A team that actively develops people into Advisers, Paraplanners, or Operations Leads
This is a firm that invests in you - not just in training, but in long‑term career direction.
This role blends administration, service delivery, and client management - ideal if you’re building your journey toward advising or senior operations.
What We’re Looking For
You’ll thrive here if you have:
* Experience as an IFA Administrator, Junior Paraplanner, Wealth Management Administrator, or similar
* Strong interpersonal skills and a genuine desire to build client relationships
* Confident communication and excellent organisational ability
* Knowledge of pensions, investments, protection products, and provider platforms
* Ambition to study toward the Level 4 Diploma (full support provided)
Most importantly, you’ll bring a proactive mindset and a passion for delivering a seamless client experience.
Ready for a role that actually values your skills?
If you're ready to step up, develop, and be part of a supportive, collaborative team - this could be the ideal next move in your financial planning career.
Apply now and take the next step in becoming a trusted, long-term partner for clients across the North West.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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