https://jobs.co.uk/job/financial-planning-administrator-broadway-near-evesham-hybrid-basic-to-30k-gener-mi-search-ltd--5a313b64-a5cd-44fb-a44b-d6aa3dda7717 RSS feed for Financial Planning Administrator - Broadway, near Evesham (hybrid) - Basic to £30k + gener at MI Search Ltd. en-gb Wed, 24 Jun 2026 18:30:16 GMT https://jobs.co.uk/job/financial-planning-administrator-broadway-near-evesham-hybrid-basic-to-30k-gener-mi-search-ltd--5a313b64-a5cd-44fb-a44b-d6aa3dda7717 https://jobs.co.uk/job/financial-planning-administrator-broadway-near-evesham-hybrid-basic-to-30k-gener-mi-search-ltd--5a313b64-a5cd-44fb-a44b-d6aa3dda7717 Wed, 24 Jun 2026 11:52:25 GMT Location: Broadway | Salary: 25000.00-25000.00 Annual | Type: Permanent | Financial Planning Administrator - Broadway near Evesham (Hybrid)A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Broadway near Evesham.The RoleYou will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients.Key responsibilities include:Processing and managing Letters of AuthorityPreparing client valuations and quotationsProcessing and tracking new business applicationsChasing providers and following up on outstanding casesProducing client review packs and supporting annual reviewsLiaising with clients, advisers and product providersMaintaining accurate client records and ensuring regulatory complianceRequirementsTo be considered for this position, you should have:Previous experience as a Financial Planning Administrator within an IFA or wealth management environmentStrong knowledge of pensions, investments and financial planning administration processesExperience using platformsExcellent organisational and communication skillsThe ability to manage multiple ca... Permanent