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Financial Planning Administrator: Elevate Client Journeys

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Attivo
Full Time position
Listed on 2025-12-30
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
Job Description & How to Apply Below
A financial planning firm in Cheltenham is seeking a Financial Planning Administrator to support their team by managing client applications, maintaining data accuracy, and providing administrative assistance. The ideal candidate will have experience in financial services, strong organizational skills, and the ability to work under pressure. This position offers a negotiable salary and benefits, including a non-contributory pension scheme and private medical insurance.
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