Senior Financial Planning AdministratorUp to £40,000 + Benefits | Hybrid Working | High-Quality Boutique IFA

We’re working with a well-regarded independent financial advice firm that is looking to appoint a Senior Financial Planning Administrator to join their growing team. With around £250 million AUM, this boutique firm prides itself on delivering bespoke financial advice to high-net-worth clients and corporate employees alike.

The firm is made up of 8 experienced Financial Planners, supported by a collaborative and professional back-office team of Paraplanners and Administrators. They provide holistic advice across investments, pensions, protection, and tax — and also partner with major corporate HR and benefits teams to support employees with their financial education and wellbeing.

This role is an excellent fit for someone who enjoys working in a hands-on, non-managerial capacity and is confident handling end-to-end administration on a wide range of financial planning matters.

What You’ll Be Doing:

Supporting Financial Planners across a range of advice areas including pensions, investments, trusts, protection policies, and group schemes
Taking full ownership of the administration process from new business through to review preparation
Liaising directly with providers and clients to obtain information and ensure cases progress smoothly
Preparing and submitting applications in line with compliance requirements
Processing Letters of Authority and maintaining accurate client records
Handling complex cases including pension transfers and benefit crystallisation events
Supporting annual reviews, generating reports, and managing follow-up actions
Updating internal systems and proactively managing your workflow

What They’re Looking For:

Minimum 3-5 years’ experience in an IFA or wealth management environment
Strong technical knowledge of pensions, investments, and the advice process
Familiarity with platforms and administration systems — XPlan experience highly desirable
Strong communication skills and a professional, client-focused approach
Organised, detail-oriented, and comfortable working independently while contributing to a close-knit team

Why Join?

Join a respected and stable IFA firm with a strong culture of quality and collaboration
Work with experienced planners supporting both HNW individuals and large corporate clients
Be part of a team that values administrators as central to the advice process
Access hybrid working, study leave, and excellent support
Enjoy a friendly, low-turnover working environment that recognises and rewards expertise

Package:

Salary up to £40,000
25 days holiday plus bank holidays
Pension scheme
Study support and paid study leave
Office closure over the Christmas period
Hybrid working

If you’re an experienced administrator looking to work in a quality-focused, supportive environment, we’d love to hear from you.