Hiring Now: Financial Planning Administrator Near You – Apply Today!
Your Next Financial Planning Administrator Job Starts Here – Apply Now!
Financial Planning Administrator
Job Posted: 3 days ago
Salary: £ 28,000 - 33,000 / Annum
Job Type: Permanent
Location: Cheltenham, Gloucestershire
Expire in: 25 days
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 systemsOperational 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 standardsData Management and Analysis
Input and maintain client data using financial planning software
Perform basic analysis and assist in interpreting financial informationClient 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 advantageousDesirable
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 websiteBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Planning Administrator job near me in Cheltenham, Gloucestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).