A highly regarded boutique financial planning practice based in Truro is seeking a Financial Services Administrator to join its close-knit, friendly and supportive team.
This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual.
The Role
As a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice.
Key responsibilities will include:
- Preparing client valuation reports and meeting packs
- Supporting the preparation of suitability reports and associated documentation
- Submitting applications and processing client instructions (e.g. fund switches, withdrawals)
- Liaising with providers and platforms to track and progress business
- Maintaining accurate and up-to-date client records
- Assisting advisers with pre- and post-meeting administration
- Providing general administrative support to the wider team
About You
The ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered.
You will demonstrate:
- Excellent organisational skills and strong attention to detail
- A proactive and professional approach
- The ability to manage multiple tasks and meet deadlines
- Strong communication skills and a team-oriented mindset
- A commitment to delivering high standards of client service
What’s on Offer
- Competitive salary to £34,000.
- Flexible working options, with both full-time and part-time hours considered
- 28 days’ holiday plus bank holidays
- Additional office closure over Christmas (c. 4 days) without using annual leave — totalling approximately 40 days’ leave per year
- 5% employer pension contributions (matched)
- A supportive and collaborative working environment
- Ongoing professional development, including support towards industry qualifications
This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
