Financial Planning Administrator

Job Description


Recognised as a 2021 Best Company employer and Top 50 Best Companies to work for in the South West, this large firm provides a comprehensive Tax, Financial Planning and Business Advisory service to private and corporate clients.


As part of an experienced Administration based in Taunton, this role will involve supporting a Senior Financial Planner with all administration for new and existing clients.

Specifically, you will be involved with basic report writing, research, processing of new business and communication with clients and providers.

This role would suit an individual that would like to build on their administration and report writing experience within a large business that provides full exam support and encourages progression.

What’s on offer:

  • Modern office based in Taunton with free on-site parking
  • Ongoing training, exam support and structured progression
  • Highly experienced team that will help you build your technical knowledge
  • Excellent benefits package and yearly pay reviews to match experience

Requested experience:

  • Previous administration experience within a financial planning environment
  • Experience with Intelligence Office (desirable but not essential)
  • Progression towards industry qualifications (desirable but not essential)