Financial Planning Administrator

Clear IT Recruitment Ltd; Wells; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm is seeking a Financial Planning Administrator to join their Wells office. This entry-level role involves managing client records, preparing documentation, and ensuring compliance with regulations. The position requires strong attention to detail, effective communication skills, and an interest in financial services. The firm offers comprehensive support and professional development opportunities.

Benefits

Generous Holiday Allowance

Celebrate Your Birthday with an extra day off

Flexible Working - Hybrid model

Employee Assistance Programme

Full funding for professional qualifications

Access to employee discounts

Competitive Pension Scheme

Qualifications

• Experience in financial planning, investment management, or pensions is advantageous.
• Confidence in liaising with clients and providing high customer care.

Responsibilities

• Manage client records and prepare documentation for meetings.
• Ensure compliance with financial regulations and handle client communication.
• Support Financial Advisers with efficient service delivery.

Skills

Attention to Detail

Organisation

Communication

Education

Background in Financial Services Administration

Job description

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My client, a UK Top 50 firm are industry leading financial experts working at the cutting edge of digital accounting, financial planning, and tax advice in a wide range of personal and business areas. They believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.

They serve clients across Somerset, Devon, and Wiltshire. Their team of over 350 highly trained and qualified staff caters to 5000+ clients, cementing their reputation as trusted financial advisors and accountants.

They are looking for a Financial Planning Administrator to join their office in Wells - Somerset.

Responsibilities

Your role will be pivotal in ensuring my clients Financial Advisers can deliver outstanding service.You’ll handle a wide range of responsibilities, from managing client data and ensuring the accuracy of records to preparing essential documentation for client meetings and advice. Strong communication skills will be essential, as you’ll be liaising directly with clients and colleagues to ensure seamless service delivery.This is more than just an administrative role, it’s an opportunity to become a trusted and valued member of a fast-paced, collaborative, and supportive team.

• Managing and maintaining accurate client records using our back-office systems.
• Preparing documents and reports to support client meetings and advice provision.
• Ensuring compliance with financial regulations through precise data handling.
• Acting as a first point of contact for clients, delivering prompt and professional communication.
  
  

Requirements

• A background in financial services administration (experience in financial planning, investment management, or pensions is particularly advantageous).
• Excellent attention to detail with the ability to spot errors others may miss.
• Strong organisational skills and the ability to meet tight deadlines.
• Confidence in liaising with clients and providing a high standard of customer care.
• Proficiency in using office systems and software to manage data and workflows.
  
  

Benefits

• Generous Holiday Allowance -with the option to purchase up to 5 additional days.
• Celebrate Your Birthday - Enjoy an extra day off to celebrate.
• Flexible Working - Hybrid working model
• Employee Assistance Programme - Confidential support available 24/7 for your mental, physical, and financial wellbeing.
• Ongoing Professional Development - Full funding for your professional qualifications, with continuous learning opportunities.
• Perks and Discounts - Access to exclusive employee discounts on a wide range of products and services.
• Pension Scheme - A competitive pension to help plan for your future.
  
  

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Human Resources Services

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