modern approach

traditional values

Financial Planning Administrator

Location: Melksham, Wiltshire

Salary: £22,000 - £25,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2480

An experienced Financial Planning Administrator is sought to provide support to the Director of a successful financial planning business, based in Melksham.

This is a great opportunity for someone to make a real impact to the business and take responsibility for the overall efficient and smooth running of the office.

Day to day you’ll:

  • Provide a high standard of administration and support to the Financial Planners and Owner and work with outsourced Paraplanner, to maintain and manage client records, prepare valuations and issue communication in various formats. Current systems used are Intelliflo, and various Wrap Platforms including Standard Life, Aviva, etc.
  • Promote the company’s services in a professional and FCA compliant manner
  • Work in collaboration with the Financial Planner and deal effectively with the general running of the office and systems
  • Record any client communications (whether that communication is written, oral or electronic) including client-related communications with third parties
  • Maintain and prioritise your own workload in accordance with the company’s requirements
  • Ensure that New Business is processed within a timely manner and records updated accordingly; areas of financial planning include investments, pensions, protection and mortgages
  • Ensure all processes are followed, suggestions for improvements are welcomed to ensure everyone works efficiently
  • Promote a paperless office at all times, including dealing with post on a day to day basis and on client reviews.
  • Continuously look to improve systems and processes, letters and communications where possible
  • Contribute at meetings and attend training sessions as appropriate.


We’re looking for someone with a good background in financial services administration gained from having worked in an IFA/Financial Planning firm.  Someone who is organised, good at relationship building, who enjoys client contact and would like to make a real difference in a smaller working environment.


Salary up to £25,000.00

23 days holiday plus public holidays

3% Er Pension Contribution | 5% Ee Pension Contribution


Hours: Monday to Friday 9 am to 5 pm, however flexibility around this is offered

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; a full and detailed role profile is available - we can then discuss your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further. 


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

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Our exciting new partnership with Preferred Recruitment Solutions (PRS)

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Jessica Wood
29 January 2019

In line with our firm belief that effective collaboration is key to success, we’re delighted to announce our new partnership with fellow Bristol-based financial services recruitment consultancy, Preferred Recruitment Solutions (PRS) . Like us, PRS adopts a consultative and personable approach where clients and candidates benefit from the same high-quality, proactive...


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Jessica and her team at Sandringham Wood took the time to listen to my career aspirations and what I wanted from my next role. Unlike other recruitment agencies, Jessica genuinely wanted to ensure an employer was suitable to me and vice...

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

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

Sandringham Wood is a partner company of Preferred Recruitment Solutions (PRS).

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