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Permanent

Financial Planning Administrator - Transferable experience from Admin or Financial service

Cranleigh Personnel
London
money-bag £34000 Annual
Posted: 13 June 2026 (Today)
Closing date: 13 July 2026
Ref: 3121734302

IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOELondon, City (near Cannon Street) 2 days hybrid after probationLooking to build a career in Wealth Planning?Do you already have experience within financial services and want to move into a financial planning/ IFA environment?Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere.About the CompanyThis is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning.They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management.We''ve placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team.The company is built on strong values, with a real ..... full job details .....

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