Financial Planning Administrator

Heat Recruitment
📍 Bury Saint Edmunds, England, United Kingdom 💼 Permanent 🕒 Posted June 27, 2026

Job Description

Location

Bury St Edmunds

Salary £26000 - £33000 TypePermanent WorkplaceHybrid Ref89437

Recruiter Managing This Role

Financial Planning Administrator Bury St Edmunds Up to £33,000


My client who are a Chartered IFA in East-Anglia are looking for a Financial planning administrator to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds.


Whats needed to be considered?

  • An understanding/interested on the financial planning/wealth management industry.
  • Ideally Working towards the Level 4 Diploma.
  • Strong University Qualification or similar.
  • Previous experience within and IFA would be desirable.
  • Strong administration skills and a willingness to learn.

  • Benefits:

    ...

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    Job Details

    • Location Bury Saint Edmunds, England
    • Job Type Permanent
    • Category Financial Specialists
    • Posted Date June 27, 2026
    • Application Deadline August 06, 2026