Financial Planning Support Specialist

Old Mill; Wells; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A financial services firm is seeking an experienced Financial Planning Administrator in England, Wells. This role involves managing client records, preparing essential documentation, and ensuring compliance with regulations in the financial planning sector. The ideal candidate will have strong organisational and communication skills, with a focus on delivering high-quality service in a busy environment. This is an exciting opportunity to join a dynamic team that values professional growth and flexible working options.

Benefits

Generous Holiday Allowance

Flexible Working

Employee Assistance Programme

Ongoing Professional Development

Perks and Discounts

Pension Scheme

Qualifications

• Proven experience in financial services administration.
• Excellent attention to detail to spot errors.
• Strong organisational skills with ability to meet deadlines.
• Comfortable communicating with clients.

Responsibilities

• Manage and maintain accurate client records.
• Prepare documents and reports for client meetings.
• Ensure compliance with financial regulations.
• Act as a first point of contact for clients.

Skills

Attention to detail

Organisational skills

Communication skills

Tools

Office software

Job description

A financial services firm is seeking an experienced Financial Planning Administrator in England, Wells. This role involves managing client records, preparing essential documentation, and ensuring compliance with regulations in the financial planning sector. The ideal candidate will have strong organisational and communication skills, with a focus on delivering high-quality service in a busy environment. This is an exciting opportunity to join a dynamic team that values professional growth and flexible working options.