* Experience Required: Minimum 5 years in a financial advice firm
* Position: Full time (part-time considered)
Who We’re Looking For
If you’re the kind of person who loves a good spreadsheet almost as much as making someone’s day better — keep reading.
We’re looking for an experienced financial planning administrator who’s organised, proactive, and loves improving how things are done. You’ll be the go-to person who keeps everything running smoothly behind the scenes, supports our planners and paraplanners, and helps deliver a client experience we’re genuinely proud of.
You’ll need a sharp eye for detail, the confidence to take ownership, and the drive to deliver exceptional standards.
What You’ll Be Doing
* Being the friendly, professional voice our clients love hearing
* Keeping our planners’ diaries in perfect order
* Preparing meeting packs, updating cashflows and creating follow-up tasks
* Processing LOAs and chasing providers like a pro until we get what we need
* Implementing investment and protection recommendations with a meticulous approach
* Handling cases from start to finish — you’ll own your work
* Issuing invoices, setting up payments, and keeping everything running like clockwork
* Bringing fresh ideas to make our processes slicker and smarter
* Supporting the team wherever needed — because that’s what great teams do
You’ll Fit Right In If You…
* Have at least 5 years’ experience in a financial planning admin role
* Have a good understanding of financial products and a desire to continue learning
* Communicate clearly and confidently (and can add a bit of warmth to your emails!)
* Are calm, methodical and quietly brilliant at getting things done
* Spot problems before anyone else and already have three solutions
* Thrive in a remote team environment
* Love a tidy process, a clean CRM, and a sense of accomplishment at the end of the day
* Enjoy working collaboratively, and supporting colleagues as well as clients
* Want to grow — professionally, personally, and as part of a team that’s going places
Who We Are
We’re Pura Vida — a young, forward-thinking financial advice firm with a flexible outlook. Our mission is to improve the quality of life of our clients, our team and those they care about. Pura Vida translates to ‘Pure Life’, an expression that two of our founders picked up when travelling in Costa Rica. It can be used to describe the simple life or good life, and this really is at the heart of our business. It’s one of the reasons we love turning up to ‘work’ every day.
We work remotely, collaborate daily, laugh often, and genuinely care about each other and our clients. We’re building something special, and we want brilliant people who care about quality, teamwork and growth to join us on that journey.
What You’ll Get
* 🌍 Fully remote and flexible working
* 🎓 Funded CII exam support and training
* 🤝 Team building days (yes, we actually enjoy them)
* 🎧 Plannex and other professional memberships with the freedom to explore topics you love
Ready to Join Us?
If you’re experienced, reliable and want to be part of a team that’s building something brilliant — we’d love to hear from you.
Apply today and bring a bit of Pura Vida to your work life.
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