Financial Planning Administrator

Are 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