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Financial Planning Administrator, Marlborough (BW-2055)

£24000 - £28000 plus benefits

Financial Planning Administrator, Marlborough
Salary £24,000 - £28,000 p.a.
WFH 1 day a week

Role Overview

You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Key Role Responsibilities

  • Client correspondence, written and verbal.
  • Processing New Business.
  • Preparation of client review packs.
  • Arranging client meetings and managing the Adviser’s diary.
  • Illustration requests.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Taking phone calls, enquiries and requests, and handling them where appropriate.
  • Back-office support.
  • Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.

About You

  • You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
  • Good working knowledge of IO and Platforms
  • Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
  • Management and prioritising workloads.
  • Excellent planning, organisational and multi-tasking abilities.
  • Analytical and problem-solving skills.
  • Flexibility/ adaptability to cope with change.
  • Excellent communication skills at all levels.
  • A team player with a positive attitude.


  • Competitive Salary
  • 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, 
  • Holiday Purchase Scheme
  • Life Assurance
  • Pension
  • Eyecare 
  • Shopping discounts.
  • Free Parking
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: