modern approach

traditional values

Financial Planning Administrator

Location: Bath

Salary: £21,000 - £28,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2410

Would you like to progress your financial services career in a position that will offer you the chance to work with a successful, well-regarded and progressive financial planning business?  

We’ve partnered with a successful financial planning firm, based just outside Bath in a lovely setting with free parking, to help them find a new Financial Planning Administrator. As well as providing private client financial planning, they also have specialist knowledge and vast experience in dealing with the financial challenges that someone may face as result of a personal injury, as well as later-life financial care, where their clients seek bespoke advice on the best financial strategy to help them enjoy their retirement years.

We’re looking for an experienced Administrator to work cohesively with their Financial Planners; you’ll work closely with them to assist them in areas of pre-advice i.e. preparing for client meetings, obtaining valuations and illustrations.  

Other areas of responsibility will include new business processing, fee reconciliation and ongoing client servicing administration.  

Ideally, you’ll have gained similar experience within a firm of independent financial planners and have a minimum of CF1.

Salary: up to £28,000 plus good benefits including Pension, Life Cover and PHI 

A degree of flexibility with regard to working hours


If you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005.

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Fundamentally, recruitment is a ‘people-business’ and we don’t forget that it’s people that make a business. So, when I see the amount of vitriol aimed at recruiters on sites like LinkedIn it does sadden me. I don’t know of many other industries where so much ‘hate’ appears to be expressed so publicly. There is good and bad, I’m sure, in every industry. You’ve got...


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I am very pleased to have the opportunity to recommend Jess and her Company. Having dealt with many similar organisations over the years it has been a refreshing experience to work with Jess and she has been professional and...

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