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Permanent

Financial Planning Administrator

Exchange Street Claims & Financial Services
Wetherby
money-bag £35000 Annual
Posted: 19 May 2026 (1 week ago)
Closing date: 18 June 2026
Ref: 3110806716

Some firms don''t even know what a career journey is, never mind put one in place.So you get stuck, in a rut, doing the same old, same old. Year after year.Not here.Here you''ll join as an administrator to replace someone who is moving into a paraplanning job. And they''re replacing a paraplanner who has become a financial planner.What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You''ll be looked after in other ways too.Starting salary is to £35,000 plus you qualify for the company''s bonus scheme. This typically means a 10% annual bonus ever year.Alongside that you get:8% employer pension contributionPMIDIS x 425 days holidayOnce you''ve settled in there''s hybrid working (3 days in the office)Free parking and beautiful offices As for the job itself you''ll work with another administrator supporting the firm''s planners. These planners are highly qualified and engaged with interesting cases so you''ll learn a lot too.You''ll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE''S WHAT YOU''LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You''ll be conscientious and keen to learn. -Tired of the same old same ..... full job details .....

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