Financial Planning Administrator

Eden Rose

City of London, Greater London

This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients.

You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.

This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position.

The firm allows the flexibility to work from home on Fridays.

What’s needed to be considered?

* Previous experience within a Financial Planning Administrator role

* Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics

* Knowledge of financial products, particularly Pensions and Investments

* Experience working in an Openwork Partnership firm would be ideal

* Team player, eager to share knowledge previously obtained as well as learn on the job

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client

Posted 2025-09-11

Recommended Jobs

Handy Man

STRONG RECRUITMENT GROUP

City of London, Greater London

Strong Group Recruitment are working on behalf of its client who are looking for 1 x Handyman needed in London This is a permanent position direct with the client Job Title: Handyman Reports…

View Details

Posted 2025-09-09

Cleaner

CRA GROUP RECRUITMENT AND PAYROLL LTD

Islington, Greater London

3 months contract with local authority Summary We are seeking a dedicated and detail-oriented Cleaner to join our team in the Facilities & Environment industry. This role is crucial in mainta…

View Details

Posted 2025-10-21

Tax Manager - Big4 Capital Allowances

Pro-Recruitment Group

London

Tax Manager - Capital Allowances Big 4 Firm | London (Hybrid/Flexible) £80,000 + car , bonus and market-leading benefits Our client, a global Big 4 firm , is looking for a highly skilled Ca…

View Details

Posted 2025-10-12

Self-employed Saturday Delivery Driver

Ladywell, Greater London

Competitive rates for each parcel you deliver or collect Typically, our Delivery Drivers can earn up to £18 p/h (paid per parcel). We're in the business of delivering promises as well as parcels …

View Details

Posted 2025-10-18

Red Team Senior Operator (Cyber Resilience) - London

Starling Bank

London

Starling is the UK’s first and leading digital bank on a mission to fix banking! Our vision is fast technology, fair service, and honest values. All at the tap of a phone, all the time. We are about…

View Details

Posted 2025-09-11

Senior Indirect Tax Manager - Powering the Future of Energy

Capital Tax Recruitment

London

A fantastic opportunity has opened for an Indirect Tax Senior Manager to join a rapidly expanding Energy & Resources team, providing expert advice on all aspects of indirect tax, including VAT, Custo…

View Details

Posted 2025-09-10

Multi Trade Operative

Daniel Owen Ltd

London

Job Title: Multi Trade Operative Job Type: Permanent, Full-Time Sector: Property Services Location: West London Hours: Monday to Friday, 08:00 - 17:00 Salary: £36,720 - £38,000 per annu…

View Details

Posted 2025-10-15

Speech and Language Therapist

Leaders In Care Ltd

London

Are you a passionate Band 6 Speech and Language Therapist looking to develop your expertise in neurorehabilitation? This is a fantastic opportunity to join an award-winning neurorehabilitation cen…

View Details

Posted 2025-09-11

Nurse Prescriber openings

Locum Meds

London

JOB OVERVIEW We are seeking to fill highly motivated and experienced nurse prescribers for our nurse prescriber openings in London. As a nurse prescriber, you will play a key role in providing hig…

View Details

Posted 2025-09-13