Location
Bournemouth, Dorset, United Kingdom
Posted
July 03, 2026
Job Description
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team.
This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning.
The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process.
Key responsibilities include:
Providing administrative support to Financial Advisers and Paraplanners.
Preparing client documentation and meeting packs.
Processing new business across pension...
This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning.
The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process.
Key responsibilities include:
Providing administrative support to Financial Advisers and Paraplanners.
Preparing client documentation and meeting packs.
Processing new business across pension...