An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a thriving boutique firm of Independent Financial Planners that has enjoyed exceptional growth since launching less than five years ago.
Built on a reputation for outstanding service, meaningful lifelong client relationships and genuinely listening to clients to deliver real value, the firm has already grown to a close-knit team of five and now manages over £140M of Funds Under Management.
Due to continued success, they are looking to make an additional hire and are seeking someone who shares their values, commitment to excellence and long‑term mindset.
This is a fantastic opportunity for an experienced administrator who enjoys working within a high‑quality, client‑centric planning environment where relationships matter more than volume.
The Opportunity
Working closely with advisers and the wider team, you will play a key role in supporting the delivery of first‑class financial planning services to private clients.
Responsibilities
* Processing new business for new and existing clients
* Managing cases and pipelines through to completion
* Preparing client valuations, reports and meeting documentation
* Obtaining illustrations, quotations, fund information and provider data
* Liaising with clients, providers and third parties
* Maintaining accurate CRM records and compliant client files
* Supporting advisers with ongoing servicing and administrative requirements
* Delivering a professional, proactive and high‑touch client experience throughout the advice journey
Qualifications
* A minimum of 3 years’ experience within private client financial planning / wealth management
* Strong understanding of financial planning administration processes and provider interaction
* Excellent organisational skills and exceptional attention to detail
* Strong communication skills and a genuine passion for delivering outstanding client service
* A proactive, collaborative and solutions‑focused approach
* Demonstrable stability and longevity in previous roles, as this is a long‑term hire where cultural fit and commitment are highly valued
* Most importantly, you will be someone who believes in building trusted relationships, takes pride in delivering exceptional service and wants to be part of a growing boutique firm where quality, integrity and client outcomes come first.
Benefits
* Salary up to £35,000 depending on experience
* Annual performance bonus
* Outstanding flexibility with 9 out of 10 days working from home
* Join a successful and ambitious boutique IFA practice during an exciting growth phase
* Be part of a small, collaborative and genuinely supportive team
* Work within a firm that prioritises meaningful client relationships over transactional advice
* Exposure to high‑quality financial planning work and rewarding client cases
* Genuine long‑term career opportunity with a business that values loyalty, contribution and professional development
If you’re an experienced Financial Planning Administrator seeking a role where your work genuinely matters, and where you can build a long‑term future within a successful, values‑driven boutique planning firm, we would love to hear from you.
Applications handled in the strictest confidence.
#J-18808-Ljbffr