Element Recruitment is working with a well-established Financial Planning firm based in Trowbridge to support the search for a Financial Services Administrator to join their team.
This is a great opportunity for someone with experience in financial services administration who enjoys working in a structured, client-focused environment. The successful candidate will play a key role in supporting advisers and ensuring the smooth day-to-day running of client services.
The Role
You will provide administrative support to Financial Planners and the wider team, helping to ensure that client work is processed efficiently and accurately. This is a varied role where you will be involved in maintaining high levels of service and supporting ongoing business activity.
Key Responsibilities
Acting as a point of contact for clients via phone and email
Maintaining accurate client records and updating internal systems
Assisting with preparation for client meetings and reviews
Supporting new business processing and general administration tasks
Liaising with providers and handling queries
Managing workflows, tasks, and shared inboxes
Providing general support to advisers and the wider team
Ensuring all work is completed in line with company procedures
About You
Previous experience within a financial planning firm is essential
Understanding of financial products and processes
Strong attention to detail and accuracy
Good organisational and time management skills
Confident communication skills, both written and verbal
Comfortable using Microsoft Office and internal systems
What’s on Offer
Salary of up to £35,000 , depending on experience
Quarterly bonus scheme linked to both individual and company performance
Comprehensive benefits package, including private health cover
Full-time position (Monday to Friday, 37.5 hours per week), office-based
Ongoing training and support within a successful and growing firm
If you’re interested in learning more about this opportunity, please apply or get in touch.
#J-18808-Ljbffr
This is a great opportunity for someone with experience in financial services administration who enjoys working in a structured, client-focused environment. The successful candidate will play a key role in supporting advisers and ensuring the smooth day-to-day running of client services.
The Role
You will provide administrative support to Financial Planners and the wider team, helping to ensure that client work is processed efficiently and accurately. This is a varied role where you will be involved in maintaining high levels of service and supporting ongoing business activity.
Key Responsibilities
Acting as a point of contact for clients via phone and email
Maintaining accurate client records and updating internal systems
Assisting with preparation for client meetings and reviews
Supporting new business processing and general administration tasks
Liaising with providers and handling queries
Managing workflows, tasks, and shared inboxes
Providing general support to advisers and the wider team
Ensuring all work is completed in line with company procedures
About You
Previous experience within a financial planning firm is essential
Understanding of financial products and processes
Strong attention to detail and accuracy
Good organisational and time management skills
Confident communication skills, both written and verbal
Comfortable using Microsoft Office and internal systems
What’s on Offer
Salary of up to £35,000 , depending on experience
Quarterly bonus scheme linked to both individual and company performance
Comprehensive benefits package, including private health cover
Full-time position (Monday to Friday, 37.5 hours per week), office-based
Ongoing training and support within a successful and growing firm
If you’re interested in learning more about this opportunity, please apply or get in touch.
#J-18808-Ljbffr
