Financial planning / ifa administrator Work, Jobs in Enderby Le19 (with Salaries)

Financial Planning / IFA Administrator
Balance: Wealth Planning Limited —Nottingham
- £26,000 - £29,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
IFA Administrator
Warwick Nub News —Leamington Spa
- £28,000 - £32,000 a year
- Hybrid work
3d
Financial Planning Office Manager
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
2d

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Financial Planning / IFA Administrator
Balance: Wealth Planning Limited —Nottingham
Supporting clients: *Creating comprehensive correspondence and answering client administrative queries via email or telephone ensuring they have a reliable…
£26,000 - £29,000 a year
Quick apply
IFA Administrator
Mathrew Stephen & Co Ltd —Northampton
The successful candidate will play a vital role in supporting financial advisers by managing administrative tasks, preparing reports, and ensuring smooth…
£24,420.00 - £38,087.29 a year
Quick apply
7d

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financial planning / ifa administrator jobs near enderby le19

Financial Planning / IFA Administrator

Balance: Wealth Planning Limited
Nottingham

Quick apply

Job details

Permanent | Full-time
£26,000 - £29,000 a year

Benefits

Free parking
Casual dress
Health & wellbeing programme
Additional leave
Flexitime
Company pension
Work from home
Private medical insurance
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Role: Administrator

Type: Full time (Part-time may be considered).

Location: Hybrid. Remote working 2-3 days and West Bridgford office 1-2 days a week.

Experience: At least 2 years’ experience in a similar role.

Qualifications: Not necessary but any applicable qualifications advantageous

Salary: Dependent on experience.

Closing date: 13th July 2026

About you

To thrive in this role and embody our values, you’ll need:

A problem-solving mindset: For example, you notice an issue with an admin workflow, discuss it with a team member and together suggest how it can be done better.

Pioneering spirit: For example, suggesting how our processes could be improved to ensure a more streamlined experience for our clients.

Growth mindset: For example, getting involved in wider projects enabling the business to grow and broadening your own knowledge.

Care and attention to detail: For example, ensuring clients’ financial transactions are executed accurately in a timely manner keeping the client informed every step of the way.

Responsibilities

Dealing with office daily tasks: Setting up meeting rooms, greeting clients, managing the incoming and outgoing post, printing reports and documents as required by Financial Planners.

Supporting clients: Creating comprehensive correspondence and answering client administrative queries via email or telephone ensuring they have a reliable point of contact.

Maintain accurate client information: Inputting new client details on CRM andkeeping it up to date with client information to ensure the team have access to reliable data.

Processing financial transactions on provider platforms: Putting the client advice into action at the final stage of the client journey. Ensuring accurate submissions, checking and regular communication to the client and team with updates.

Collaboration: Working closely with a pod of 2-3 Financial Planners and Paraplanners providing administrative support. Preparing review information ready for Paraplanners to create advice reports. Collating processes and paperwork ahead of advice meetings and setting up CRM transaction records for Paraplanners.

What we offer

At Balance, you’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.
A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
Comprehensive training and mentoring, with all professional qualifications and development costs covered.
Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday–Thursday, with remote working on other days.
An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.

About us

Balance: Wealth Planning is a Chartered Financial Planning firm helping clients gain clarity, confidence, and peace of mind through holistic, goals-based financial planning.

We’re a team of problem solvers and forward thinkers who genuinely care about our clients and each other. Our culture is built on kindness, collaboration, and continuous improvement.

We are independently recognised as one of the Top 100 Financial Planning companies in the UK.

Difference makes us stronger

As a company whose board members are all women or from a minority ethnic background, we really value diversity, and everyone being fairly included.

We welcome applications from all candidates and promise they will be considered on their own merits, regardless of race, gender, disability, age, religion or sexual orientation. If you are likely to need adjustments to perform this role, please contact us to discuss this further.

How to Apply

Send your CV and a covering message to [email protected].

Job Types: Full-time, Permanent

Pay: £26,000.00-£29,000.00 per year

Benefits:

Additional leave
Casual dress
Company pension
Employee discount
Flexitime
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Private medical insurance
Sick pay
Work from home

Ability to commute/relocate:

Nottingham NG2 7QW: reliably commute or plan to relocate before starting work (required)

Experience:

Financial Administration: 2 years (required)

Work Location: Hybrid remote in Nottingham NG2 7QW

Quick apply

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