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Financial Planning Administrator

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Calibre Candidates

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Location:
United Kingdom , Reading

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Category:

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Contract Type:
Not provided

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Salary:

35000.00 - 45000.00 GBP / Year

Job Description:

We are seeking an experienced Financial Planning Administrator to join a well-established busy financial services company servicing high net worth clients, based north-east of Reading. The role is highly client-focused, requiring financial planning coordination expertise and meticulous administration. Varied multi-tasking role. Part-time applicants (20+ hours) are welcome. No sales involved. Hybrid working is offered following training.

Job Responsibility:

  • Provide administrative support within the Client Support team
  • Build and maintain relationships with high-net-worth clients
  • Research and handle client enquiries efficiently and professionally
  • Accurately update and maintain the Company CRM system
  • Develop awareness of current legislation, regulatory requirements, and FCA procedures
  • Provide ad hoc administrative support to the team as needed

Requirements:

  • Previous administration/coordination experience in a financial planning environment
  • Confident, polite, and professional telephone manner
  • Strong organisational skills with excellent attention to detail
  • Enjoys a small business environment
  • Proven ability to use initiative
  • Own transport - essential

Additional Information:

Job Posted:
March 26, 2026

Work Type:
Hybrid work
Job Link Share:

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