Financial Services Administrator
Location: Cheltenham
Salary: Up to £35,000 (Depending on experience)
Hours: Full-time or Part-time (Flexible)
Are you an experienced financial services professional looking for a hands-on role where you can make a real impact?
We’re recruiting on behalf of a friendly and professional boutique Independent Financial Planning Practice based in the heart of Cheltenham. This is a fantastic opportunity to join a close-knit team and provide essential support to the Managing Director, playing a key role in delivering high-quality advice to clients.
The Role:
- Act as a vital point of contact for clients, engaging with them daily.
- Provide administrative support to the Managing Director and wider team.
- Assist with financial planning processes, ensuring smooth client journeys.
- Work across various financial services areas, including financial planning, pensions, investments, and platforms.
What We’re Looking For:
- Financial services experience is essential – ideally from financial planning, pensions, investments, or platforms.
- Strong administrative and organisational skills.
- A proactive and client-focused approach.
- Ability to work independently and as part of a team.
What’s on Offer:
- Competitive salary up to £35,000 (DOE).
- Flexible working options – full-time or part-time considered.
- A welcoming, professional team in a boutique financial planning firm.
This is an excellent opportunity for someone looking to join a supportive firm where you’ll be a key member of the team and have a direct impact on the client experience.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
