modern approach

traditional values

Financial Planning Administrator

Location: Cirencester, Gloucestershire

Salary: £17,000 - £18,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2405

We’re delighted to be working in partnership with RT Financial Planners

They’re a well-established forward-thinking independent financial planning firm, with two offices based in Gloucestershire (Cirencester and Winchcombe). Due to continued success they’re looking to appoint an enthusiastic individual to join their team as an Administrator. The role will be based in Cirencester, however there may be a need for you to work from their Winchcombe office on occasion.

What they’re looking for:

Someone who has a real interest in financial services and a can-do attitude. Your role will be varied and whilst not exhaustive the role will involve the following:

  •         Reception duties (answering the phone, looking after clients etc)
  •         Scanning/distributing post
  •         Typing
  •         Uploading documents to Intelligent Office, their back office client management system
  •         Assisting in the preparation of valuations
  •         Ad hoc project work as required


Experience is less important than a friendly, professional manner, although an existing understanding of confidential work would be beneficial. You’ll be computer literate; experience of MS Office 365 would be advantageous and you’ll be given training on all appropriate software.  An interest in financial services would be met with a willingness to evolve the role into something larger in time.


Salary: £17,000-£18,000 plus generous holiday allowance and pension scheme


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 as 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.

Key words:

IFA Administrator, Financial Planning Administrator, Financial Services Administrator 

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Sandringham Wood
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