* Location: Remote
* Salary: 30,000 to 33,000
* Experience Required: Minimum 5 years in a financial advice firm
* Position: Full time (part-time considered)
* Closing Date: 14th November 2025
Who Were Looking For
If youre the kind of person who loves a good spreadsheet almost as much as making someones day better keep reading.
Were looking for an experienced financial planning administrator whos organised, proactive, and loves improving how things are done. Youll be the go-to person who keeps everything running smoothly behind the scenes, supports our planners and paraplanners, and helps deliver a client experience were genuinely proud of.
Youll need a sharp eye for detail, the confidence to take ownership, and the drive to deliver exceptional standards.
What Youll Be Doing
No two days are quite the same, but heres a taste:
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 youll 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 thats what great teams do
Youll 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 thats going places
Who We Are
Were 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. Its 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. Were building something special, and we want brilliant people who care about quality, teamwork and growth to join us on that journey.
What Youll Get
Fully remote and flexible working
Regular pay reviews
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
Real progression opportunities
Ready to Join Us?
If youre experienced, reliable and want to be part of a team thats building something brilliant wed love to hear from you.
Apply today and bring a bit of Pura Vida to your work life.