Financial Planning Administrator

Our client is currently recruiting for a Financial Planning Administrator working part time 21 hours per week, to join a vibrant and friendly administration team based in Chippenham. Offering a highly competitive salary for the perfect candidate!

So if you are an enthusiastic team player who is eager to contribute new ideas with a desire to succeed, then read on!

What you need...
• GCSE’s grades A-C including Maths and English
• Excellent IT skills including MS Office
• Professional telephone manner & strong customer service skills
• Organisational skills
• Comfortable working to strict deadlines under pressure

It would be fantastic if you came from a financial services background, but don’t worry if you don’t, any extra training needed will be provided!

The role
As a Financial Planning Administrator you will be responsible for supporting the Advisors within the firm in particular regard to Mortgages, this will include the following:
• Corresponding with mortgage providers on behalf of the client
• Corresponding and liaising with clients
• Submitting any new business on behalf of the client
• Processing new client information in preparation for their meetings
• Developing new processes through a continuous improvement mindset
• Basic admin duties as required.


The company
Located conveniently on the M4 corridor in Chippenham, Wiltshire our client is a well established financial advisor. Founded in 2003, they have continued to grow over the years in assisting thousands of clients with their financial planning requirements and mortgage queries and concerns.

Our client prides themselves on their impeccable ‘customer first’ approach, making their services bespoke and individually suited to each of their clients’ needs. All staff new and existing adopts and supports the company ethos, therefore they are looking for someone who understands the high importance of their customer first outlook.

So if you wish to be considered for this superb opportunity click ‘apply’. You will receive an email shortly after your application which you will need to read.

You must be eligible to work in the UK.

Suitable skills/experience: Financial Planning Administrator, Office Assistant, Admin, Administration Assistant,