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Financial Planning Administrator


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Salary £20000 - £25000

Recruiter Managing This Role

Position: Financial Planning Administrator

Location: Taunton

Salary: Negotiable depending on the individual


The Role:

We are currently looking for an Administrator in our Financial Planning department to join us in our Taunton office. You will be responsible for providing administrative support to Consultants, ensuring all client information is entered onto Client Database system, dealing with enquiries preparation of client valuations and reviews and processing and tracking new business.


What’s needed for me to be considered?

Ideally (although not essential), the successful candidate will have the following experience, skills and attributes:

Client Care and Service focused including excellent telephone manner

Good communication skills and the ability to work within a team

The initiative to organise and prioritise your own workload

Previous experience in a similar role


Key Accountabilities

Preparing Valuations and Review Packs

Entering details onto Adviser Office (Avelo/Iress) Client Database system and ensuring they are kept up to date and accurate.

Processing new business applications, tracking on diary system, liaising with providers to completion.

Providing office support with telephones, post and other correspondence.

Communicating with clients, taking messages and setting up meetings as required.

Daily review of Work in Progress list and progressing client work jobs, keeping Consultant up to date on progress.

Scanning/filing all relevant documents/paperwork


What next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.


Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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Application For Financial Planning Administrator