Financial Planning Administrator
Location
Bournemouth, Dorset
Job Type
Full-time
Category
other-general
Posted
June 16, 2026
This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.
Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over time.
Key Responsibilities
Providing comprehensive administrative support to financial advisers and the wider client services team.
Preparing client review documentation and supporting advisers with meeting preparation.
Managing client communications and ensuring a consistently high standard of service.
Maintaining accurate client records and updating internal systems in accordance with regulatory requirements.
Liaising with providers and third parties to ob...
Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over time.
Key Responsibilities
Providing comprehensive administrative support to financial advisers and the wider client services team.
Preparing client review documentation and supporting advisers with meeting preparation.
Managing client communications and ensuring a consistently high standard of service.
Maintaining accurate client records and updating internal systems in accordance with regulatory requirements.
Liaising with providers and third parties to ob...