29th May, 2026
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.
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