An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This hybrid role can be based in either Bath or Cheltenham and offers the chance to be part of a supportive and expanding team.

Key responsibilities will include:

*Handling incoming calls and emails in a professional and efficient manner
*Managing client queries, escalating only those requiring advice to the Financial Planner
*Recording and monitoring annual review dates on the back-office system
*Planning, booking, and preparing for annual review meetings, ensuring nothing is missed
*Supporting the Financial Planner to deliver a high level of ongoing client service
*Assisting clients with account access, navigation, and updates
*Providing regular updates to both clients and Financial Planners on outstanding cases
*Maintaining accurate client and plan data across internal systems
*Preparing and processing new business documentation and application packs
*Managing new business through to completion, ensuring accuracy and timeliness
*Creating and maintaining client platform records
*Handling technical queries, including AML checks, referrals, and beneficial ownership queries
The ideal candidate will have:

*Previous experience in a Financial Planning Administration role
*Strong communication and interpersonal skills
*High attention to detail and accuracy
*The ability to work independently and use initiative
*A strong commitment to delivering exceptional client service
This is a fantastic opportunity to join a growing firm where you can develop your career within a supportive and professional environment.

If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -please reach out in confidence to





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