Financial Planning Administrator

Adecco; Cheltenham; On-site; GBP 28,000 - 33,000; Full time

Job summary

A leading financial services organisation in Cheltenham is seeking a Financial Planning Administrator to support the financial planning team. The role involves managing appointments, client onboarding, and data management, ensuring high-quality service to clients. The ideal candidate will have excellent organisational skills, attention to detail, and prior experience in financial services. This is a full-time, permanent position offering a competitive salary and opportunities for professional development.

Benefits

Competitive salary package

Opportunities for ongoing professional development

Supportive and friendly team culture

Health and wellbeing initiatives

Regular team-building activities and social events

Qualifications

• Minimum of a high school diploma or equivalent.
• Previous experience in Financial Services.

Responsibilities

• Manage diaries and coordinate appointments for financial planners.
• Support the client onboarding process and maintain client data.
• Respond to client queries with professionalism.

Skills

Organisational Skills

Communication

Attention to Detail

Client Service

Education

High School Diploma

Tools

Microsoft Office

Job description

Job Title: Financial Planning Administrator

Location: Cheltenham

Contract Type: Permanent, Full Time

Salary: 28,000 - 33,000

About the Company

Our client is a forward-thinking financial services organisation committed to delivering exceptional financial planning solutions. With a strong emphasis on integrity, service excellence, and continuous improvement, they foster a collaborative and inclusive workplace where employees are encouraged to grow and succeed.

What's on Offer

• Competitive salary package
• Opportunities for ongoing professional development
• Supportive and friendly team culture
• Health and wellbeing initiatives
• Regular team-building activities and social events

The Role

As a Financial Planning Administrator, you will play a key role in supporting the day-to-day operations of the financial planning team. This is a pivotal role requiring a proactive, detail-oriented individual who enjoys working in a structured and client-focused environment.

Key Responsibilities

Administrative Support

• Manage diaries and coordinate appointments for financial planners
• Prepare documentation and materials for meetings
• Handle correspondence, including emails, phone calls, and written communications
• Maintain organised and accurate filing systems

Operational Support

• Support the client onboarding process, including collecting documentation
• Assist in processing client transactions and data updates
• Help prepare reports and materials for client meetings
• Ensure adherence to compliance and regulatory standards

Data Management and Analysis

• Input and maintain client data using financial planning software
• Perform basic analysis and assist in interpreting financial information

Client Service

• Respond to client queries with professionalism and efficiency
• Deliver high-quality service to both clients and internal stakeholders

About You

Essential Skills and Experience

• Minimum of a high school diploma (or equivalent)
• Previous experience in Financial Services
• Excellent organisational skills and attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple priorities independently and as part of a team
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook); familiarity with Apple Macs is advantageous

Desirable

• Familiarity with financial planning principles and terminology
• Experience using financial planning software

How to Apply

If you are looking to advance your career in a dynamic financial services environment, we would love to hear from you. Please submit your CV outlining your relevant experience.

Inclusion & Accessibility

Adecco is proud to be a disability-confident employer. We are committed to creating an inclusive recruitment process and workplace environment for candidates of all backgrounds and abilities. If you require any reasonable adjustments at any stage of the application process, please let us know - we're here to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.