Sign in
Post Jobs

Financial Planning Administrator

Exchange Street Claims & Financial Services


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 contribution
  • PMI
  • DIS x 4
  • 25 days holiday
  • Once 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 old? Click apply.

If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.

Everyone will receive a response.

To apply for this job please visit www.reed.co.uk.

TavaJobs Application Help

Make this application stronger

Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.

Before you apply

Check the key details and make sure the role matches what you are looking for.

  • Review the job title, company, location, salary and working pattern if provided.
  • Check the skills, experience or qualifications requested by the employer.
  • Make sure the commute, hours and contract type are realistic for you.
CV

Tailor your CV

For Teaching Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.

Use the CV Builder or browse Career Advice.

?

Prepare for interview

If your application is successful, prepare simple examples that show your motivation, strengths and suitability.

🔔

Keep searching smarter

Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.

Set up job alerts or search more jobs.

Important vacancy note: Some vacancies on TavaJobs are supplied by third-party job sources. When you apply, you may be redirected to the employer, recruiter or original job board website. Always check the final job details, salary, location and application instructions before applying.
Share on
Print

Similar & Nearby Jobs

Other roles in a similar category or nearby area.

Still looking? Search all live jobs and filter by keyword, location, category or salary.

Search All Jobs