Financial Planning Administrator - Hybrid
3 days ago
Deeside
Financial Planning Administrator - Hybrid\n\nLocation: Deeside (Hybrid - 3 days at home following probation)\n Salary: £27,000-£33,000 + Bonus + Benefits\n Contract: Full-time, Permanent\n\nA Career Move That Actually Moves You Forward\n\nAre you an organised, detail‑driven IFA Administrator looking for a role with more client interaction, more progression and more opportunity?\n\nThis award‑winning financial planning firm is expanding, and they're searching for a motivated IFA Administrator to join their high‑performing team. If you're currently supporting advisers, paraplanners, or operations and want a role that blends service, technical work, and relationship management, this is your next step.\n\nWhy This Role Stands Out\n\nUp to £33,000 salary, depending on experience & qualifications\nQuarterly + Annual bonus tied to individual and company performance\n25 days holiday + bank holidays (increasing with service)\n5% employer pension contribution\nIncome Protection, Critical Illness & Life Cover\nPaid sick leave\nHybrid working (minimum 2 days in-office post‑probation)\nFull study support toward the Level 4 Diploma\nA team that actively develops people into Advisers, Paraplanners, or Operations Leads \n\nThis is a firm that invests in you - not just in training, but in long‑term career direction.\n\nThis role blends administration, service delivery, and client management - ideal if you're building your journey toward advising or senior operations.\n\nWhat We're Looking For\n\nYou'll thrive here if you have:\n\nExperience as an IFA Administrator, Junior Paraplanner, Wealth Management Administrator, or similar\nStrong interpersonal skills and a genuine desire to build client relationships\nConfident communication and excellent organisational ability\nKnowledge of pensions, investments, protection products, and provider platforms\nAmbition to study toward the Level 4 Diploma (full support provided)Most importantly, you'll bring a proactive mindset and a passion for delivering a seamless client experience.\n\nReady for a role that actually values your skills?\n\nIf you're ready to step up, develop, and be part of a supportive, collaborative team-this could be the ideal next move in your financial planning career.\n\nA\n\npply now and take the next step in becoming a trusted, long-term partner for clients across the North West.\n\nSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age