Financial Planning Administrator
CV-LibraryWells, SomersetpermanentPosted: 2 June 2026
Apply NowAre you an organised, detail-focused administrator with experience in financial services? Do you thrive in a fast-paced environment where accuracy, client service, and teamwork are valued? If so, we want to hear from you.
We’re looking for a Financial Planning Administrator to join an expanding team in Wells, supporting Financial Advisers in delivering exceptional client experiences and high-quality financial advice.
What You’ll Be Doing
* Managing and maintaining accurate client records and data.
* Preparing reports, documentation, and meeting packs for advisers.
* Supporting the advice process from start to finish.
* Ensuring compliance through meticulous administration and record keeping.
* Acting as a key point of contact for clients, delivering professional and timely communication.
* Working closely with advisers and colleagues to ensure seamless service delivery.
What We’re Looking For
✔ Experience in financial services administration, financial planning, wealth management, pensions, or investments.
✔ Exceptional attention to detail and the ability to spot inaccuracies.
✔ Strong organisational skills with the ability to manage multiple priorities.
✔ Confident communication skills and a client-focused approach.
✔ Proficiency with office systems and administration software.
✔ A proactive, positive attitude and a desire to be part of a collaborative team.
What is on offer?
* Be part of a respected and growing financial planning business.
* Work alongside experienced advisers and industry professionals.
* Enjoy a supportive, collaborative culture where your contribution matters.
* Opportunity to develop your career within wealth management and financial services.
* Hybrid working and a modern, flexible approach to work.
Ready for Your Next Challenge?
If you’re an experienced administrator looking to build your career within financial planning and make a real impact, we’d love to hear from you
We’re looking for a Financial Planning Administrator to join an expanding team in Wells, supporting Financial Advisers in delivering exceptional client experiences and high-quality financial advice.
What You’ll Be Doing
* Managing and maintaining accurate client records and data.
* Preparing reports, documentation, and meeting packs for advisers.
* Supporting the advice process from start to finish.
* Ensuring compliance through meticulous administration and record keeping.
* Acting as a key point of contact for clients, delivering professional and timely communication.
* Working closely with advisers and colleagues to ensure seamless service delivery.
What We’re Looking For
✔ Experience in financial services administration, financial planning, wealth management, pensions, or investments.
✔ Exceptional attention to detail and the ability to spot inaccuracies.
✔ Strong organisational skills with the ability to manage multiple priorities.
✔ Confident communication skills and a client-focused approach.
✔ Proficiency with office systems and administration software.
✔ A proactive, positive attitude and a desire to be part of a collaborative team.
What is on offer?
* Be part of a respected and growing financial planning business.
* Work alongside experienced advisers and industry professionals.
* Enjoy a supportive, collaborative culture where your contribution matters.
* Opportunity to develop your career within wealth management and financial services.
* Hybrid working and a modern, flexible approach to work.
Ready for Your Next Challenge?
If you’re an experienced administrator looking to build your career within financial planning and make a real impact, we’d love to hear from you