Salary/Rate: Starting Salary up to £35,000
About the role
Most admin roles in financial services are reactive, messy and under pressure. This one isn’t.
You’ll join a small, chartered IFA firm where things are well run, clients are looked after properly and you’re trusted to get on with your job.
You won’t be firefighting. You won’t be chasing your tail. And you won’t be boxed into narrow tasks.
Instead, you’ll build real expertise across employee benefits and group pensions, supporting consultants, onboarding clients and getting exposure to how advice actually works.
There’s scope to develop over time, but without the usual vague promises. This is a business that promotes from within, adapts roles to your strengths and gives you the space to grow at a sensible pace.
There's a starting salary of up to £35,000 and you’ll also get hybrid working after six months. Alongside that you'll get a benefits package that actually looks after you:
* Above requirement pension contribution after a year
* Life cover
* Income protection
* 25 days holiday (rising to 28)
Job Responsibilities
You’ll manage a portfolio of employee benefit schemes, making sure everything stays accurate and compliant. You’ll be the first point of contact for employers and employees, answering questions and keeping things running smoothly.
You’ll work with providers and insurers on new business, renewals, claims and changes. You’ll also prepare and send out key documents, renewal packs and communications to employees.
Supporting consultants and directors with scheme reviews and client meetings will give you exposure to the advisory side, helping you understand how benefits fit into financial planning.
You’ll also help onboard new employer clients and set up benefits portals, giving you hands‑on experience with client implementation.
What you'll need
* Experience as an employee benefits administrator. If not financial planning admin experience with exposure to corporate clients (e.g. Keyman or shareholder protection) will also work.
* Good communication skills and the ability to handle client‑facing queries.
* Strong attention to detail and the ability to maintain accurate records.
About the Company
A chartered IFA business with three planners, two paraplanners and an admin team. They were named a Top 100 FT Adviser in 2025, showing the quality of their work and long‑term approach.
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