Average Planning Administrator salary in the UK

My client is currently looking for an experienced Financial Planning Administrator to join their team in MaidstoneThe Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.To work closely with the aligned Financial Planners to deliver excellent client outcomes.To build relationships with clients and maintain regular contact.Maintain back-office systems and client records in line with the company policies.Request policy information from third party policy providers if applicable.Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.Preparation of meeting packs and valuations (as required)Assist investment managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Experience working in the financial services industry.A strong ethic of client service.Ability to work under pressure and to prioritise work.Excellent communication skills both written and verbal, influencing and organisational skills.Ability to use judgement and reasoning to propose solutions to problems. As a colleague here you will have access to benefits that include: Competitive salaryFull training and exam supportPrivate medical insuranceLife assurancePension contributionHybrid working modeOption to purchase additional holidayShared parental leave Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

IFA Administrator - Stoke-on-TrentSalary: £25,000–£30,000 DOEHours: Flexible | Full-time or part-time (25–37 hours)Location: Stoke-on-Trent (office-based initially)We’re working with a small, close-knit Financial planning team based in Stoke-on-Trent who are looking to appoint an experienced IFA Administrator to join their very small team.This role is ideal for someone who enjoys the administrative side of financial services and is looking for a stable, long-term position within a supportive environment. Progression is possible, and study support is available, but there is no pressure to move on quickly.The RoleIFA administration support across the full client journeySupporting advisers and paraplannerProcessing client instructions and maintaining client recordsGeneral compliance and back-office supportWorking Pattern & FlexibilityMonday to FridayFlexible start and finish timesCan work around school hoursPart-time hours considered (from 25 hours per week)Hybrid working available dependent on ExperienceThe FirmVery small, friendly teamHands-on, front-to-back roleSupportive and flexible working cultureExperience RequiredPrevious experience in an IFA or financial services administration role is essentialComfortable working in a small teamOrganised, reliable, and detail-focusedApply todayto be considered for this Financial Adviser opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

Financial Planning AdministratorLocation:BristolSalary:£ NegotiableThe OpportunityOur client is a modern, independent financial planning firm seeking an organised and proactive IFA Administrator to join its growing team in Bristol. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive and professional environment.Role OverviewThe successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning.Key ResponsibilitiesProcessing new business applications and maintaining accurate client records.Liaising with providers to obtain policy information and updates.Preparing documentation for client meetings, including valuations and reports.Managing client communications and scheduling appointments.Supporting the team with compliance and regulatory requirements.Assisting with annual reviews and updating client files accordingly.Candidate SkillsEssential:Previous experience in an IFA or financial services administration role.Strong organisational and communication skills.High level of accuracy and attention to detail.Proficient in Microsoft Office and CRM systems.Desirable:Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).Experience with Intelligent Office (IO) would be advantageousA proactive attitude and willingness to learn and grow within the role.Some of the Benefits on offer include:Up to 30 days Annual HolidayPrivate Medical InsuranceFlexible working (can be partly home based)Pension SchemeExam Support