{"id":59178,"date":"2026-04-09T00:00:00","date_gmt":"2026-04-08T23:00:00","guid":{"rendered":"https:\/\/www.desiblitz.com\/jobs\/job\/financial-planning-administrator-2\/"},"modified":"2026-04-09T02:34:07","modified_gmt":"2026-04-09T01:34:07","slug":"financial-planning-administrator-2","status":"publish","type":"job_listing","link":"https:\/\/www.desiblitz.com\/jobs\/job\/financial-planning-administrator-2\/","title":{"rendered":"Financial Planning Administrator"},"content":{"rendered":"<p>\u00a0IFA Administrator<\/p>\n<p>Sussex<\/p>\n<p>\u00a330,000 \u2013 \u00a337,000 (depending on experience)<\/p>\n<p>An excellent opportunity has arisen within a highly regarded Independent Financial Advisory firm known for its professional and client-focused approach to wealth planning. The business offers the close-knit feel of a boutique firm, combined with the resources and stability of a larger organisation.<\/p>\n<p>This role is ideal for an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners, and contributing to a supportive, team-oriented environment.<\/p>\n<p><strong>Key Responsibilities<\/strong><\/p>\n<ul>\n<li>Provide dedicated support to one of the firm\u2019s most experienced advisers, alongside another IFA Administrator.<\/li>\n<li>Prepare client meeting packs, ensuring all documentation is accurate, compliant, and up to date.<\/li>\n<li>Process new business applications and liaise with providers to obtain updates and relevant information.<\/li>\n<li>Maintain accurate client records across internal systems.<\/li>\n<li>Work closely with paraplanners, assisting with technical administration to support the advice process.<\/li>\n<li>Support the annual review cycle, including preparing review packs and managing follow-up communications.<\/li>\n<li>Act as a key point of contact for clients, delivering a smooth and professional client experience<\/li>\n<\/ul>\n<p><strong>Why This Role Stands Out<\/strong><\/p>\n<ul>\n<li>Opportunity to work directly with a leading adviser and support an established client portfolio.<\/li>\n<li>Collaborative, close-knit office environment\u00a0<\/li>\n<li>Backed by a well-structured, medium-sized wealth planning firm with strong infrastructure.<\/li>\n<li>Clear team integration between advisers, paraplanners, and administrators<\/li>\n<\/ul>\n<p>Salary &amp; Benefits<\/p>\n<ul>\n<li>\u00a330,000 \u2013 \u00a337,000 depending on experience.<\/li>\n<li>25 days\u2019 holiday plus bank holidays, with an additional day off for your birthday.<\/li>\n<li>Life insurance, income protection, and death-in-service cover.<\/li>\n<li>Pension contributions and a comprehensive benefits package.<\/li>\n<li>Full exam and study support towards the Diploma in Financial Planning.<\/li>\n<li>Defined career progression opportunities into paraplanning.<\/li>\n<\/ul>\n<p>If you are an experienced IFA Administrator with over <strong>12 months experience <\/strong>seeking a collaborative environment and closer involvement with advisers, we would welcome your application to discuss this opportunity further.<\/p>\n<p>Anthony Alexandra Associates specialises in Financial Services, Insurance, and Accountancy recruitment, with a focus on pensions, employee benefits, IFA, investments, mortgages, actuarial, broking, claims, loss adjusting, and underwriting across both commercial and personal lines markets.<\/p>\n","protected":false},"author":1,"featured_media":59179,"template":"","meta":{"_promoted":"","_job_location":"Burgess Hill, West Sussex","_application":"https:\/\/www.cv-library.co.uk\/job\/224961254\/Financial-Planning-Administrator?hlkw&s=103904&affid=103904","_company_name":"Anthony Alexandra","_company_website":"https:\/\/www.cv-library.co.uk\/list-jobs\/235405\/Anthony-Alexandra","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary_currency":"","_job_salary_unit":""},"job-categories":[15],"job-types":[685],"job_listing_tag":[184],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Planning Administrator | DESIblitz Jobs<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.desiblitz.com\/jobs\/job\/financial-planning-administrator-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Planning Administrator | DESIblitz Jobs\" \/>\n<meta property=\"og:description\" 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