https://jobs.co.uk/jobs-results?Keyword=Financial%20Planning%20Administrator&RadiusMiles=10 RSS feed for Financial Planning Administrator Jobs. en-gb Sun, 26 Apr 2026 07:12:14 GMT https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--ae4eee06-eca8-4a30-9edc-65155632ab05 https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--ae4eee06-eca8-4a30-9edc-65155632ab05 Tue, 21 Apr 2026 11:52:55 GMT Location: Reading | Salary: 25000.00-25000.00 Annual | Type: Permanent | We re currently working with a well-established and growing Financial Planning firm in Basingstoke who are looking to appoint a Client Services Administrator to join their team.You ll be joining a collaborative and supportive financial planning firm that places real emphasis on long-term client relationships and service excellence. This role offers a strong platform to build your career within financial planning while contributing to a high-performing team. The Opportunity As a Client Services Administrator, you ll act as a key point of contact for clients, ensuring all interactions are handled efficiently and professionally. You ll play a central role in coordinating client activity, managing enquiries, and supporting advisers and internal teams to deliver a seamless, end-to-end client journey.Key Responsibilities Managing client enquiries across phone, email, and digital channels Scheduling client meetings, reviews, and appointments Coordinating diaries across advisers and internal teams Maintaining accurate and compliant client records within CRM systems Supporting the wider team to ensure smooth and efficient service delivery Building strong client relationships to enhance the... Permanent https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--0a36bf17-7214-466b-9a5b-1938524efa4f https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--0a36bf17-7214-466b-9a5b-1938524efa4f Mon, 20 Apr 2026 23:00:00 GMT Location: Reading | Salary: £25000 - £32000/annum £25,000 - £32,000 | Type: Permanent | We’re currently working with a well-established and growing F inancial Planning firm in Basingstoke who are looking to appoint a Client Services Administrator  to join their team. You’ll be joining a collaborative and supportive financial planning firm that places real emphasis on long-term client relationships and service excellence. This role offers a strong platform to build your career within financial planning while contributing to a high-performing team. The Opportunity As a Client Services Administrator, you’ll act as a key point of contact for clients, ensuring all interactions are handled efficiently and professionally. You’ll play a central role in coordinating client activity, managing enquiries, and supporting advisers and internal teams to deliver a seamless, end-to-end client journey. Key Responsibilities Managing client enquiries across phone, email, and digital channels Scheduling client meetings, reviews, and appointments Coordinating diaries across advisers and internal teams Maintaining accurate and compliant client records within CRM systems Supporting the wider team to ensure smooth and efficient service delivery Building strong client rela... Permanent https://jobs.co.uk/job/financial-planning-administrator-ifa-support-wealth-management-jj-search-ltd--de98cb29-e62a-492f-ae89-4b6085de6a78 https://jobs.co.uk/job/financial-planning-administrator-ifa-support-wealth-management-jj-search-ltd--de98cb29-e62a-492f-ae89-4b6085de6a78 Wed, 15 Apr 2026 23:00:00 GMT Location: Hove | Salary: £35,000 | Type: Permanent | TheCompany: Awellrespectedandprofessionalfinancialplanningfirm based in Hove withambitiousgrowthplans. TheRole: TheFinancialPlanningAdministratorwillbeakeymemberoftheteamandwillbeinvolvedinallaspectsofclientserviceadministrationandFinancialPlanningsupporttoagrowingteamofFinancialPlannersandParaplanners. TheFinancialPlanningAdministratorwillandscheduleandco-ordinateclientmeetingsandwillsupportcompliant... Permanent https://jobs.co.uk/job/financial-planning-administrator-ifa-support-wealth-management-jj-search-ltd--32bf5ead-84de-4eee-b8df-c3c644a1196b https://jobs.co.uk/job/financial-planning-administrator-ifa-support-wealth-management-jj-search-ltd--32bf5ead-84de-4eee-b8df-c3c644a1196b Wed, 15 Apr 2026 23:00:00 GMT Location: Glasgow | Salary: £35,000 | Type: Permanent | TheCompany: Awellrespectedandprofessionalfinancialplanningfirmwithambitiousgrowthplans. TheRole: TheFinancialPlanningAdministratorwillbeakeymemberoftheteamandwillbeinvolvedinallaspectsofclientserviceadministrationandFinancialPlanningsupporttoagrowingteamofFinancialPlannersandParaplanners. TheFinancialPlanningAdministratorwillandscheduleandco-ordinateclientmeetingsandwillsupportcompliantnewbusinesssubm... Permanent https://jobs.co.uk/job/financial-planning-administrator-njr-recruitment--6264f2c2-0abe-4b07-aed8-f26d802e8ff8 https://jobs.co.uk/job/financial-planning-administrator-njr-recruitment--6264f2c2-0abe-4b07-aed8-f26d802e8ff8 Thu, 09 Apr 2026 23:00:00 GMT Location: Peterborough | Salary: £28,000 | Type: Permanent | Financial Planning Central Administrator Location Peterborough - Hybrid - 3 days office based Excellent benefits, including 30 days holidays We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal tea... Permanent https://jobs.co.uk/job/senior-financial-planning-administrator-njr-recruitment--015ad0f8-04d4-43d6-90c2-e2bf153329bf https://jobs.co.uk/job/senior-financial-planning-administrator-njr-recruitment--015ad0f8-04d4-43d6-90c2-e2bf153329bf Wed, 08 Apr 2026 23:00:00 GMT Location: Leeds | Salary: £35,000 | Type: Permanent | Senior Financial Planning Administrator Leeds £32,000 - £37,000 NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team in Leeds. What''s in it for you? Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus... Permanent https://jobs.co.uk/job/senior-financial-planning-administrator-burgh-recruitment-limited--0e14143f-4a52-4206-956f-e0350fe53a9c https://jobs.co.uk/job/senior-financial-planning-administrator-burgh-recruitment-limited--0e14143f-4a52-4206-956f-e0350fe53a9c Tue, 07 Apr 2026 11:51:40 GMT Location: Wimborne | Salary: 35000.00-35000.00 Annual | Type: Permanent | Senior Financial Planning AdministratorLocation - Wimborne Minster, Dorset (BH21)Salary Up to £35,000, depending on experienceHours - Full-time / In officeAn exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who an Appointed Representative of St click apply for full job details Permanent https://jobs.co.uk/job/financial-planning-administrator-exchange-street-executive-search--e80b68b9-309f-49c7-af8f-a7d463ea2c30 https://jobs.co.uk/job/financial-planning-administrator-exchange-street-executive-search--e80b68b9-309f-49c7-af8f-a7d463ea2c30 Sat, 04 Apr 2026 11:51:47 GMT Location: City | Salary: 26000.00-26000.00 Annual | Type: Permanent | The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don''t understand that the world has changed and people need and expect flexibility. And that if you don''t give people choice about where they work they assume one thing - you don''t trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you. That doesn''t just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you''ll get on with your job to the best of your ability whether you''re in the office or not. After all, you''re a conscientious person, not someone who needs to be micro-managed. You''ll work on a team of nine administrators under a Team Leader. You... Permanent https://jobs.co.uk/job/financial-planning-administrator-exchange-street-executive-search--f93eb222-4a26-41f2-82fe-aee0d4d2e987 https://jobs.co.uk/job/financial-planning-administrator-exchange-street-executive-search--f93eb222-4a26-41f2-82fe-aee0d4d2e987 Thu, 02 Apr 2026 23:00:00 GMT Location: Manchester | Salary: £26000 - £31000/annum | Type: Permanent | The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don''t understand that the world has changed and people need and expect flexibility. And that if you don''t give people choice about where they work they assume one thing - you don''t trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you. That doesn''t just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you''ll get on with your job to the best of your ability whether you''re in the office or not. After all, you''re a conscientious person, not someone who needs to be micro-managed. You''ll work on a team of nine administrators under a T... Permanent https://jobs.co.uk/job/senior-financial-planning-administrator-burgh-recruitment-limited--f750977b-16c6-43cd-b80c-c9623f7a61f2 https://jobs.co.uk/job/senior-financial-planning-administrator-burgh-recruitment-limited--f750977b-16c6-43cd-b80c-c9623f7a61f2 Tue, 31 Mar 2026 23:00:00 GMT Location: Wimborne | Salary: £35,000 | Type: Permanent | Senior Financial Planning Administrator Location - Wimborne Minster, Dorset (BH21) Salary Up to £35,000, depending on experience Hours - Full-time / In office An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who an Appointed Representative of St. Jamess Place Wealth Management Plc. The Practice delivers a highly tactile relationship wi... Permanent