Financial Planning Administrator
T
TRI Consulting Ltd
📍 Wells, Somerset, United Kingdom
Job Description
Are you an organised, detail-focused administrator with experience in financial services? Do you thrive in a fast-paced environment where accuracy, client service, and teamwork are valued? If so, we want to hear from you.
We’re looking for a Financial Planning Administrator to join an expanding team in Wells, supporting Financial Advisers in delivering exceptional client experiences and high-quality financial advice.
What You’ll Be Doing
* Managing and maintaining accurate client records and data.
* Preparing reports, documentation, and meeting packs for advisers.
* Supporting the advice process from start to finish.
* Ensuring compliance through meticulous administration and record keeping.
* Acting as a key point of contact for clients, delivering professional and timely communication.
* Working closely with advisers and colleagues to ensure seamless service delivery.
What We’re Looking For
✔ Experience...
We’re looking for a Financial Planning Administrator to join an expanding team in Wells, supporting Financial Advisers in delivering exceptional client experiences and high-quality financial advice.
What You’ll Be Doing
* Managing and maintaining accurate client records and data.
* Preparing reports, documentation, and meeting packs for advisers.
* Supporting the advice process from start to finish.
* Ensuring compliance through meticulous administration and record keeping.
* Acting as a key point of contact for clients, delivering professional and timely communication.
* Working closely with advisers and colleagues to ensure seamless service delivery.
What We’re Looking For
✔ Experience...