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Financial Planning Administrator - Hybrid

Job Posted: 3 days ago

Salary: £ 27,000 - 33,000 / Annum
Job Type: Permanent
Location: Deeside, Cheshire

Expire in: 24 days

Job Description

Financial Planning Administrator - Hybrid

Location: Deeside (Hybrid - 3 days at home following probation)
 Salary: £27,000-£33,000 + Bonus + Benefits
 Contract: Full-time, Permanent

A Career Move That Actually Moves You Forward

Are you an organised, detail‑driven IFA Administrator looking for a role with more client interaction, more progression and more opportunity?

This award‑winning financial planning firm is expanding, and they're searching for a motivated IFA Administrator to join their high‑performing team. If you're currently supporting advisers, paraplanners, or operations and want a role that blends service, technical work, and relationship management, this is your next step.

Why This Role Stands Out

Up to £33,000 salary, depending on experience & qualifications
Quarterly + Annual bonus tied to individual and company performance
25 days holiday + bank holidays (increasing with service)
5% employer pension contribution
Income Protection, Critical Illness & Life Cover
Paid sick leave
Hybrid working (minimum 2 days in-office post‑probation)
Full study support toward the Level 4 Diploma
A team that actively develops people into Advisers, Paraplanners, or Operations Leads 

This is a firm that invests in you - not just in training, but in long‑term career direction.

This role blends administration, service delivery, and client management - ideal if you're building your journey toward advising or senior operations.

What We're Looking For

You'll thrive here if you have:

Experience as an IFA Administrator, Junior Paraplanner, Wealth Management Administrator, or similar
Strong interpersonal skills and a genuine desire to build client relationships
Confident communication and excellent organisational ability
Knowledge of pensions, investments, protection products, and provider platforms
Ambition to study toward the Level 4 Diploma (full support provided)Most importantly, you'll bring a proactive mindset and a passion for delivering a seamless client experience.

Ready for a role that actually values your skills?

If you're ready to step up, develop, and be part of a supportive, collaborative team-this could be the ideal next move in your financial planning career.

A

pply now and take the next step in becoming a trusted, long-term partner for clients across the North West.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Planning Administrator - Hybrid job near me in Deeside, Cheshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!