Financial Planning Administrator

Heat Recruitment Cambridge, England Feb 9, 2026

Type Permanent
Pay £25,000 – £30,000
Work Hybrid
Level Junior

As a Financial Planning Administrator, the work centres on handling administration, records, scheduling, inboxes, documents, data entry, or office coordination according to the role. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Known job details

  • Pay: £25,000 - £30,000
  • Salary £25000 - £30000 Type.
  • Permanent Workplace.
  • The opportunity for an IFA Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management se.

Likely focus of the role

  • Handling administration, records, scheduling, inboxes, documents, data entry, or office coordination according to the role.
  • Keeping systems and information accurate while supporting colleagues, customers, or managers.

Requirements mentioned

  • Administrative, office, reception, data, systems, or coordination experience may be useful.
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