Financial Planning Administrator

Job Title:Financial Planning Administrator                        

Salary: Up to £26,000 per annum, dependent on experience

Location: Weston Super Mare                  

Type: Permanent/ Part time

Hours: 25 hours/ Monday – Friday (Hybrid options available)

Hawk 3 Talent Solutions, operating as an employment agency, are currently recruiting for a Financial Planning Administrator to join our client’s office in Weston Super Mare on a permanent contract.
The successful candidate will collaborate with Financial Planners to manage client relationships, work as a team, administer client files and liaise with product providers.

Main duties and responsibilities:

• Build meaningful relationships with our clients.
• Create and maintain client records on the back-office system: Intelliflo Office.
• Interact with product providers and internal teams to implement Financial Planning advice.
• Work in partnership with Financial Planners in the Weston-Super-Mare office to

deliver exceptional client services.

• Ensure compliance with regulatory standards and industry best practices.
• Follow processes and contribute to quality enhancement initiatives.

Skills and experience sought:

• Proven experience as an administrator in the financial services sector.
• A focus on detail and communicating with both clients and providers.
• Strong knowledge of financial planning software and regulatory requirements.
• A strong team player with excellent communication skills
• Experience in delivering outstanding client service.

Benefits

• Opportunities for professional development and career growth.
• Chance to make a meaningful impact on our clients’ financial well-being.
• 25 hours / 5 days per week however part time hours / days also considered.
• Flexible and hybrid or office working available.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to Westfield Rewards and Health scheme.
• 24-hour external Employee Assistance Programme helpline

• Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
• Introducing clients and staff commission schemes.
• Pension 3% rising to 4% (but matched up to 6%) after 4 years’ service.
• Enhanced Maternity and Paternity pay after one years’ service.

Closing date: 5/4/2024

To Apply please follow the application process for the site this job is advertised on or email your CV to By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website.

Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future.