Financial Administrator
Gloucester, Gloucestershire, GL1, England, UK
Listed on 2026-09-14
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Finance & Banking
Office Administrator/ Coordinator
Financial Administrator
Location:
Gloucester
Hybrid Working: 3 days in the office, 2 days working from home
Salary: £26,500 - £30,000
Hours: Full-time Monday to Friday 9am – 5pm
Join a leading independent financial planning business
Our client is a well-established and growing independent financial planning firm, committed to delivering independent financial advice tailored to the individual needs of both personal and corporate clients across the UK.
Due to continued growth, they are looking to recruit two experienced Financial Administrators to join their Client Services team. Opportunities are available in Cirencester and Broadway, offering a hybrid working pattern of three days in the office and two days working from home.
The Role
Working as part of a collaborative Client Services team, you'll support Financial Advisers with the day-to-day administration of client portfolios, ensuring new business is processed efficiently and clients receive an excellent level of service throughout their journey.
Key Responsibilities
- Process new business applications and supporting documentation
- Maintain accurate and up-to-date client records
- Liaise with clients, providers and Financial Advisers
- Chase n...
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