ifa administrator Work, Jobs in frant, esx (with Salaries)

Financial Planning Administrator
Eden Rose —Sussex
- £30,000 - £33,000 a year
- Financial services
- Communication skills

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Financial Planning Administrator
Eden Rose —Sussex
Knowledge of products including Pensions and Investments. Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator,…
£30,000 - £33,000 a year

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Financial Planning Administrator

Eden Rose -
Sussex

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Job details

Permanent
£30,000 - £33,000 a year

Benefits

Company pension

Qualifications

Financial planning
Pension
Financial services
Communication skills

Full job description

Posted: 19/05/26 Recruiter: Eden Rose Reference: 3111210199 Type: Permanent Salary: £30,000 - £33,000 Annual Location: Sussex Description:

Financial Planning Administrator

Crawley, 2-3 days a week in the office

Up to £33,000

This 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 & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.

25 days holiday + bank holidays
10% contributory pension
Private Medical Cover
4x Life Assurance
Study support
Progression opportunities

What's needed to be considered?

Previous experience within Financial Planning in an IFA Administrator support role is desirable
Knowledge of products including Pensions and Investments
Experience using a CRM/back-office system such as Xplan or IO
Strong client services and communication skills

Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory

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Financial Planning Administrator

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