We are currently recruiting on behalf of a highly respected Financial Planning firm for a Finance Administrator to join their expanding team.

This is an excellent opportunity for an organised and detail-oriented individual with experience in financial services administration who is looking to develop their career within a successful and growing wealth management business.

Working closely with Financial Advisers and the wider support team, you will be responsible for maintaining accurate client records, processing applications, obtaining policy information, liaising with providers and clients, and supporting the client review process. You will play a key role in ensuring all administrative tasks are completed efficiently and in line with regulatory and compliance requirements.

The successful candidate will have:

Previous experience in a financial services administration role
Knowledge of pensions, investments, and the financial advice process
Excellent organisational skills and attention to detail
Strong communication and client service skills
Good working knowledge of Microsoft Word and Excel
A proactive and professional approach with a desire to build a long-term career in financial services

In return, our client offers:

Clear career progression opportunities
Ongoing training and professional development
Competitive salary and benefits package
A supportive, professional, and collaborative working environment

If you're looking to take the next step in your financial services career, we'd love to hear from you. Apply today for a confidential discussion.

IPS Group

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Finance Administrator - Financial Advisers