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Permanent

Financial Planning Administrator

Eden Rose
Sussex
money-bag £30000 Annual
Posted: 20 May 2026 (5 days ago)
Closing date: 19 June 2026
Ref: 3111210199

Financial Planning AdministratorCrawley, 2-3 days a week in the officeUp to £33,000This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position.You will benefit from working with a highly experienced team in an environment that provides industry leading training and development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.25 days holiday + bank holidays10% contributory pensionPrivate Medical Cover4x Life AssuranceStudy supportProgression opportunitiesWhat''s needed to be considered?Previous experience within Financial Planning in an IFA Administrator support role is desirableKnowledge of products including Pensions and InvestmentsExperience using a CRM/back-office system such as Xplan or IOStrong client ..... full job details .....

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