Financial Services Administrator

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bracknell. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development. You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process. Key Responsibilities: • Providing administrative support across the financial planning process • Managing annual reviews and preparing client documentation • Processing change of address updates and maintaining accurate client records • Handling general client servicing and administrative tasks • Liaising with providers, platforms, and internal teams to ensure efficient case progression About You: • Previous experience within financial planning or the wider financial services sector • Candidates from pensions, investments, platforms, or mortgage backgrounds will also be considered • Strong organisational skills with excellent attention to detail • A proactive and team-oriented approach • Confident communication skills and a client-focused mindset What’s on Offer: • Basic salary up to £32,000 • Hybrid working – 3 days in the office & 2 days WFH • Competitive benefits package • Opportunity to join a growing and highly regarded firm • Supportive and collaborative working environment • Genuine opportunities for career progression and development This is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.