Financial Planning Administrator

Job description

Are you a Financial Services Client Services Administrator looking to pursue a new opportunity?

A leading and successful client is looking to bring on a Financial Planning Administrator to provide client-facing, administrative support within the the business.

This Savings and Investments firm prides itself on a strong values focused work culture who encourage training and study support progression. They are technologically forward thinking, and have a strong history of promoting within.

Benefits

• Either full time or 5x shorter days
• Office based for first 6months, then hybrid
• Competitive salary – Up to £36,000
• Pension contribution
• Competitive productivity bonus, in which all team members are included
• Group Death in Service
• Private Medical Insurance
• Increasing annually with service, up to 27 days, plus bank holiday
  
  

To Be Considered For This Adviser Support Opportunity

• Previous experience in a Financial Services Administration role
• Excellent communication, interpersonal and organisational skills
• Experience using IT Systems and Software including platform/provider websites and portals
  
  

Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Client Support, Technical Support, Adviser Assistant, Financial Planning Admin

Extra information

Status

Open

Education Level

Secondary School

Location

Milton Keynes

Type of Contract

Part-time jobs

Published at

16-12-2025

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English