Financial Planning Administrator

JR United Kingdom; United Kingdom; On-site; GBP 28,000 - 33,000; Full time

Job summary

A financial services provider in South West England is looking for a Financial Planning Administrator to join their team. The role offers exam support and 28 days of holiday, with a competitive salary ranging from £28k to £33k depending on experience and qualifications. The ideal candidate should be proficient in Microsoft Office Suite and preferably working towards their Level 4 Diploma in financial planning.

Benefits

28 days of holiday (excluding bank holidays)

Exam Support

Spring and Christmas parties

Qualifications

• Strong proficiency in Microsoft Office Suite.
• Knowledge of financial planning principles.

Responsibilities

• Support the financial planning team with various tasks.
• Prepare financial documents and reports.
• Assist in client communications.

Skills

Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Education

Working towards Level 4 Diploma in financial planning

Job description

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Financial Planning Administrator, south west england

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Location:

south west england, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

14.08.2025

Expiry Date:

28.09.2025

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Job Description:

Job Title:Financial Planning Administrator
Whats in it for you?
Exam Support
28 days of holiday (excluding bank holidays)
Spring and Christmas parties
£28-£33k, depending on experience and qualifications
Must haves
Strong proficiency in Microsoft Office Suite (Word, Excel, Powerpoint, Outlook)
Nice to haves
Working towards Level 4 Diploma in financial planning
Knowledge of financial planning principles and ...