modern approach

traditional values

Senior Financial Planning Administrator

Location: Wells, Somerset

Salary: £21,000 - £23,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2397


  • Are you an experienced financial planning administrator looking for a new opportunity?
  • Would you like to be part of a firm that recognises, supports and rewards professional development?
  • Are you looking for a warm, friendly, and team working environment?

We are working in partnership with Pilgrim Financial Planning, a Chartered independent financial planning company in Wells, Somerset to assist in finding them a senior financial planning administrator.

This successful, very reputable company offers a friendly working environment, with a real emphasis on ‘team work’ and ‘client service’. Located in the heart of the City of Wells the offices are comfortable and well appointed. 

The role may be a typical administrative position in terms of your day to day duties; however the company is not so typical - they reward their staff with a competitive basic salary, flexibility, good holiday allowance plus an extra day off on your birthday, benefits and study support as they fully appreciate the importance of developing their people. Personal development is encouraged and you will be given opportunities to follow your interests and develop areas of expertise.  

This is a pivotal role and you will be relied upon to provide first class administrative support to the company’s clients; you will have relevant administrative experience gained in an IFA firm with a good knowledge of pensions & investments, along with excellent attention to detail, and great inter-personal skills. 

You will ideally be working towards Professional Qualifications.  You’ll be a confident individual with strong admin ability, you’ll have good experience of MS Office and ideally have experience of Intelliflo and be very client-centric.

Pilgrim are well-known within the local community of Wells for the charity work they undertake and their support of local events.

The last few years have been very successful and they have developed a strong business with a very client focused and happy working environment.  They’re enjoying successful continual growth and their need for a new administrator is to help them assist their clients more effectively, efficiently and to ensure they provide that personal and caring service.


The company recognises the important role you’ll play within the business and as such are offering an attractive salary of up to £23,000 plus excellent benefits including PHI, Life Cover of 6 x salary, CIC and 25 days holiday plus public holidays.


Next steps: 

If you apply for this position, we thank you for taking the time to do so; all applications are read thoroughly. If you do not receive a response from us within 2-3 working days it will be because your application, on this occasion, has not been successful.  The only reason you will be deemed unsuccessful will be because you either do not have the key experience OR the right level of professional qualifications required for the position.


Please note all third party applications will be forwarded to Sandringham Wood.

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