Financial Planning Administrator
Old Mill
full-time
Posted on:
Location Type: Hybrid
Location: Wells • United Kingdom
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About the role
- 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.
- Comfortable communicating with clients and adapting your style when needed.
- Proficiency in using office systems and software to manage data and workflows.
Benefits
- Generous Holiday Allowance – Start with 25 days of annual leave, plus bank holidays, 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 with 3 days a week in the office, allowing for a great work-life balance.
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
attention to detailorganizational skillscommunication skillsadaptability