Job Description
Gloucester Office-based 20-40 hours
A growing Financial Planning firm based in Gloucester is looking for a Financial Administrator to support its advisers and paraplanning team.
This role will initially be offered on a 6-month temporary basis, with the intention for it to become permanent. Hours are flexible (between 20-40 per week), and can be wroked around school hours - the role is fully office-based.
The Role
- Providing general financial services administration support
- Supporting advisers and paraplanners with day-to-day case progression
- Processing new business applications and chasing through to completion
- Ensuring client files meet compliance and record-keeping standards
- Preparing documentation and maintaining accurate client records
- Handling incoming calls and emails professionally
What They're Looking For
- Previous administration experience within financial services (essential)
- Strong organisational skills and attention to detail
- Confident using Microsoft Office (Word, Excel, Outlook)
- Reliable, professional, and comfortable working as part of an office-based team
- No seniority required, suitable for someone with solid admin experience
Package & Working Pattern
- 6-month temporary contract with intent to go permanent
- Flexible hours: 3-5 days per week (20-40 hours)
- Fully office-based role in Gloucester
- Salary dependent on experience
Apply todayto be considered for this Financial Adviser opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
