Financial Planning Administrator – Client Support

About the role

We are seeking a Financial Planning Administrator to join a growing financial planning firm in Cowplain. The role focuses on providing high‑quality administrative and client‑servicing support throughout the client journey, working closely with advisers and external providers.

Key responsibilities

• Prepare client documentation and reports.
• Liaise with clients, providers, and third parties.
• Maintain accurate client records and databases.
• Support advisers with day‑to‑day administration.
• Monitor workflows and ensure tasks are completed within agreed timescales.
• Deliver a high level of client service with attention to detail.

Required profile

• Previous experience in a Financial Services Administration role.
• Good understanding of financial planning processes and administration.
• Strong organisational and communication skills.
• Excellent attention to detail and accuracy.
• Ability to manage multiple priorities effectively.
• Proactive and positive approach to work.

Required skills

What we offer

• Salary £28,000‑£32,000 per year, dependent on experience.
• Annual bonus opportunity up to 10%.
• 25 days annual leave plus Bank Holidays.
• Private medical insurance, life assurance and critical illness cover.
• Supportive team culture and excellent working environment.