Finance Administrator - EZ

Glos; Cheltenham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company in Cheltenham is seeking a dedicated individual to join their financial planning team. This role offers the chance to grow within a supportive environment, where you'll prepare client records, draft reports, and assist advisers in achieving outstanding client outcomes. With structured career growth opportunities and a friendly team, this is an excellent opportunity for someone with a strong financial background and excellent communication skills.

Benefits

Free on-site parking

Clear, structured career growth opportunities

Supportive, close-knit team

Qualifications

• Strong background in financial planning and report writing.
• Previous financial services experience or actively working toward it.

Responsibilities

• Preparing and maintaining accurate client records.
• Drafting suitability letters and reports in line with company policy.
• Supporting advisers in delivering excellent client outcomes.

Skills

Analytical Skills

Communication Skills

Job description

What’s in it for you?

- Temp to Perm

- Free on-site parking

- Clear, structured career growth opportunities

- Be part of a supportive, close-knit team

- Work for a highly reputable and well-established company

Must-Haves:

- Strong background in financial planning and report writing

- Excellent analytical and communication skills

- Previous financial services experience (or actively working toward it)

- Administrative experience

- Driving license

So what you'll be doing:

- Preparing and maintaining accurate client records

- Drafting suitability letters and reports in line with company policy

- Gathering information from clients and providers

- Pre-completing documentation for adviser/client review

- Supporting advisers in delivering excellent client outcomes

- Occasionally assisting with administrative tasks such as income matching and meeting scheduling

Helpful extras:

- Monday–Friday, 9am–5pm hours

- Join a friendly, high-performing team