Artemis Recruitment Consultants Ltd
Financial Planning Administrator
Burnham-on-Sea | £30,000 – £36,000 (DOE)
We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support.
The Role
You will be responsible for:
- Acting as the first point of contact for clients, including calls and front-of-house support
- Preparing client meeting packs, regulatory documents, and portfolio reports
- Managing Letters of Authority and liaising with providers for information
- Supporting advisers with research using industry platforms and tools
- Processing applications, withdrawals, and transactions across investment platforms
- Maintaining accurate client records and updating systems throughout the advice process
- Chasing providers and managing workflows to ensure timely completion of cases
- Handling sensitive documentation including identification and policy paperwork
- Supporting business reporting, including income tracking and client servicing activity
- Managing post, correspondence, and general office organisation
About You
We are looking for someone who is:
- Highly organised with strong attention to detail
- Confident communicating with clients face-to-face and over the phone
- Able to manage multiple tasks in a structured, regulated environment
- Proactive and able to work independently as well as part of a team
Experience (desirable)
- Previous experience within financial services or an IFA environment
- Familiarity with industry platforms and provider systems
- Progress towards CII qualifications (advantageous)
Working Arrangements
- Office-based preferred due to client-facing nature
- Flexible options available including hybrid working (1 day WFH) or a 4-day week
Why Apply?
This is a varied and responsible role within a professional, client-focused environment, offering long-term stability and the opportunity to become an integral part of a growing team. If this sounds like the right opportunity for you, please contact Josie today!
To apply for this job please visit www.reed.co.uk.
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