Financial Planning Administrator - Crawley, 2-3 days a week in the office - Up to £33,000.
This award-winning financial planning and investment company has been supporting clients for over 30 years. The company specialises in services for private clients, corporations, HNW individuals, and financial services professionals across the UK and is the market leader in the industry.
We are looking for a Financial Planning Administrator to join our team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.
Key Details
* Location: Gatwick, West Sussex
* Job Ref: 90476
* Salary: £32,000 – £33,000 per annum
* Employment Type: Permanent
* Working days: 2-3 days a week in the office
Responsibilities
Support advisers and clients in the financial planning process, providing administrative and client‑services support.
Requirements
* Previous experience within Financial Planning in an IFA Administrator support role (desirable).
* Knowledge of products including pensions and investments.
* Experience using a CRM/back‑office system such as Xplan or IO.
* Strong client services and communication skills.
Benefits
* 25 days holiday + bank holidays
* 10% contributory pension
* Private medical cover
* 4× life assurance
* Study support (exam support towards chartered status)
* Progression opportunities
* Industry‑leading training & development
We place a strong focus on diversity and inclusion.
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