modern approach

traditional values

Financial Planning Administrator

Location: Cheltenham, Gloucestershire

Salary: £21,000 - £27,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2428

Are you an experienced very client-centric Administrator who would love to join a well-respected and Award Winning Financial Planning firm based in Cheltenham?

Do you get a buzz from providing top-notch support, liaising with clients and using your administrative and organisational skills to make a real difference within the overall financial planning process?

If so, this could be perfect for you…

This Financial Planning Administrator position, based in Cheltenham, will see you working closely with the Office Manager.

You’ll work with a cohesive, friendly small team of Financial Planners and Support staff who provide truly independent holistic pensions and investment advice to both individuals and SME businesses across the Cotswolds and beyond.

Using your experience gained within an IFA/Financial Planning firm you’ll take responsibility for all things associated to supporting the initial financial planning process as well as the support associated to providing an excellent ongoing service to existing clients.

You’ll have good pensions and investment knowledge, a keen eye for detail and a strong desire to deliver an excellent client experience. You’ll be operationally minded and want to make this position your own which ultimately results in you making a positive contribution to the overall success of the business.

This role offers you a great place to work, a competitive salary of up to £27,000 (dependent on experience), pension (5% Er and 3% Ee), 20 days holiday increasing by 1 day per year to max of 25 and dental insurance. Hours are 9am – 5pm.

Next steps:

If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; we can then discuss this is more detail and ascertain if you’d like to be presented for the opportunity.  

All applications are read thoroughly; if you don’t receive a response within 2-3 working days it will be because on this occasion your application hasn’t been successful. The only reason you’ll be deemed unsuccessful will be due to you not having the key experience or the right level of professional qualifications for the position.

By applying for this position you agree to Sandringham Wood processing your personal data, in line with our privacy notice

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I’ve not been through the hiring process since the 90’s, either on the recruiting side or on the job searching side, so when we decided to build a 12 strong telesales team from scratch I knew I needed help. Thankfully I knew Jess at...

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