Job Title: Financial Planning Administrator

Location: Cheltenham

Contract Type: Permanent, Full Time

Salary: £28,000 - £33,000

About the Company

Our client is a forward-thinking financial services organisation committed to delivering exceptional financial planning solutions. With a strong emphasis on integrity, service excellence, and continuous improvement, they foster a collaborative and inclusive workplace where employees are encouraged to grow and succeed.

What's on Offer

Competitive salary package
Opportunities for ongoing professional development
Supportive and friendly team culture
Health and wellbeing initiatives
Regular team-building activities and social events

The Role

As a Financial Planning Administrator, you will play a key role in supporting the day-to-day operations of the financial planning team. This is a pivotal role requiring a proactive, detail-oriented individual who enjoys working in a structured and client-focused environment.

Key Responsibilities

Administrative Support

Manage diaries and coordinate appointments for financial planners
Prepare documentation and materials for meetings
Handle correspondence, including emails, phone calls, and written communications
Maintain organised and accurate filing systemsOperational Support

Support the client onboarding process, including collecting documentation
Assist in processing client transactions and data updates
Help prepare reports and materials for client meetings
Ensure adherence to compliance and regulatory standardsData Management and Analysis

Input and maintain client data using financial planning software
Perform basic analysis and assist in interpreting financial informationClient Service

Respond to client queries with professionalism and efficiency
Deliver high-quality service to both clients and internal stakeholders

About You

Essential Skills and Experience

Minimum of a high school diploma (or equivalent)
Previous experience in Financial Services
Excellent organisational skills and attention to detail
Strong written and verbal communication skills
Ability to manage multiple priorities independently and as part of a team
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook); familiarity with Apple Macs is advantageousDesirable

Familiarity with financial planning principles and terminology
Experience using financial planning software

How to Apply

If you are looking to advance your career in a dynamic financial services environment, we would love to hear from you. Please submit your CV outlining your relevant experience.

Inclusion & Accessibility

Adecco is proud to be a disability-confident employer. We are committed to creating an inclusive recruitment process and workplace environment for candidates of all backgrounds and abilities. If you require any reasonable adjustments at any stage of the application process, please let us know - we're here to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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