GLOUCESTER
Financial Administrator
Gloucester | Office-based | 20–40 hours
A growing Financial Planning firm based in Gloucester is looking for a Financial Administrator to support its advisers and paraplanning team.
This role will initially be offered on a 6-month temporary basis, with the intention for it to become permanent. Hours are flexible (between 20–40 per week), and can be wroked around school hours – the role is fully office-based.
The Role
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Providing general financial services administration support
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Supporting advisers and paraplanners with day-to-day case progression
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Processing new business applications and chasing through to completion
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Ensuring client files meet compliance and record-keeping standards
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Preparing documentation and maintaining accurate client records
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Handling incoming calls and emails professionally
What They’re Looking For
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Previous administration experience within financial services (essential)
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Strong organisational skills and attention to detail
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Confident using Microsoft Office (Word, Excel, Outlook)
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Reliable, professional, and comfortable working as part of an office-based team
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No seniority required, suitable for someone with solid admin experience
Package & Working Pattern
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6-month temporary contract with intent to go permanent
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Flexible hours: 3–5 days per week (20–40 hours)
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Fully office-based role in Gloucester
- Salary dependent on experience
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.