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Financial Planning Administrator - Hybrid working

  • Bath
  • Permanent
  • £26,000 - £32,000 + Bonus and benefits

Job details.

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff.

They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients.

The role:

  • Provide vital administrative support across financial planning operations.
  • Ensure the smooth delivery of services to clients.
  • Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail.

Who we are looking for:

  • Previous experience within a financial services company is essential.
  • Ideally, experience in financial planning, though candidates from pensions, investments, platforms, banking, or related sectors will also be considered.
  • Strong organisational, communication, and administrative skills.
  • A proactive and adaptable approach, with the ability to manage multiple priorities.

What’s on offer:

  • Basic salary up to £32,000
  • Discretionary bonus
  • Hybrid working: 2 days in the office, 3 days from home
  • Excellent company benefits
  • Ongoing professional development

Join an award-winning, industry-leading team with opportunities for growth and recognition.

If you are looking to advance your career in financial services and want to work for a company that values both excellence and its people, we would love to hear from you.

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff.

They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients.

The role:

  • Provide vital administrative support across financial planning operations.
  • Ensure the smooth delivery of services to clients.
  • Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail.

Who we are looking for:

  • Previous experience within a financial services company is essential.
  • Ideally, experience in financial planning, though candidates from pensions, investments, platforms, banking, or related sectors will also be considered.
  • Strong organisational, communication, and administrative skills.
  • A proactive and adaptable approach, with the ability to manage multiple priorities.

What’s on offer:

  • Basic salary up to £32,000
  • Discretionary bonus
  • Hybrid working: 2 days in the office, 3 days from home
  • Excellent company benefits
  • Ongoing professional development

Join an award-winning, industry-leading team with opportunities for growth and recognition.

If you are looking to advance your career in financial services and want to work for a company that values both excellence and its people, we would love to hear from you.

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Financial Services

Contact Us

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