Senior Financial Planning Administrator

Experience within a Financial Planning / IFA environmentStrong administration backgroundHybrid roleAn established, values-led financial planning firm is looking for an experienced Senior Financial Planning Administrator to support continued business growth. This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together. About You: Experience within a Financial Planning / IFA environment is essential Strong administration backgroundOrganised, efficient and process-mindedConfident working closely with advisersCollaborative, approachable and supportiveOpen to improvement and positive change The Role: New business processing and adviser supportClient documentation and workflow managementSupporting operational improvements and team consistencyHelping improve communication, processes and efficiencyCompetitive salary, hybrid working, strong benefits and a supportive culture.

If you're an experienced financial planning administrator looking for a senior operational role without moving away from administration, we'd love to hear from you.