modern approach

traditional values

Financial Planning Administrator

Location: Wells, Somerset

Salary: £20,000 - £25,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2426

  • 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 to assist in finding them an experienced financial planning administrator.

What will the role involve?

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.

Company information:

They offer 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 company is well-known within the local community of Wells for the charity work it undertakes and its 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.

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.


The company recognises the important role you’ll play within the business and as such are offering an attractive salary of up to £25,000 plus excellent benefits including PMI, contributory pension plus 25 days holiday.

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


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Our latest blog...

Let’s Trash the Bashing and focus on what we do well. You in?

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Jessica Wood
14 March 2016

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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Jess and her team have been an absolute pleasure to deal with. Jess took a great deal of care to understand our recruitment needs and provided invaluable insight on how to position our vacancy in the market. Within a matter of days of...

Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

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