We are recruiting for a Financial Planning Administrator to join a successful and expanding financial planning and investment management firm based in Alton. This is an excellent opportunity to become part of a forward-thinking, supportive team where you will play a key role in delivering high-quality administrative support to advisers and clients. The position offers genuine long-term development, enabling you to build strong technical knowledge and progress your career within the financial services industry.
Key Responsibilities
- Provide comprehensive administrative support to financial advisers and clients
- Handle client enquiries and maintain regular, proactive communication
- Prepare and manage documentation, reports and client records with accuracy and professionalism
- Assist with the preparation of client meetings and ensure all follow-up actions are completed
Requirements
- Experience within financial planning or wider financial services (e.g., pensions, investments, platforms) is preferred
- Strong understanding of, and interest in, the financial services sector with ambition to build a long-term career
- Ambitious graduates seeking entry into the industry are also encouraged to apply
- Excellent communication, organisational, and administrative skills
What’s on Offer
- Competitive salary up to £32,000 plus discretionary bonus
- Full training and support toward industry-recognised exams
- Clear progression pathways within a business known for promoting internally
- Attractive and comprehensive benefits package
This is a fantastic opportunity to join a market-leading organisation that takes pride in supporting its people reflected in their exceptionally low staff turnover. If you’re looking for a role where you can grow, develop, and make a real impact, this could be the ideal next step.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
