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Financial Planning Administrator — Client-Focused

Job in Bracknell, Berkshire, SL5 8RU, England, UK
Listing for: Evelyn Partners
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
Position: Financial Planning Administrator — Client-Focused Support
A leading financial services firm in Bracknell is seeking an IFA Administrator to provide vital administrative support to Financial Planners. The role involves building relationships with clients to enhance their experience and prepare meeting materials. Ideal candidates have at least one year of financial services experience and a strong communication ethic. This role includes opportunities for professional development and benefits including private medical insurance and a hybrid working model.
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