Financial Planning Administrator

Company:  Exchange Street Claims & Financial Services
Location: Wetherby
Closing Date: 06/07/2026
Salary: £35,000 Per Annum
Hours: Full Time
Type: Permanent

Job Description

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.
Apply Now
Share this job
Exchange Street Claims & Financial Services
  • Similar Jobs

  • Senior Planning Officer

    Yorkshire
    View Job
An unhandled error has occurred. Reload 🗙