Full job descriptionFinancial 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 RoleYou 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 YouWe 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!