https://jobs.co.uk/job/financial-planning-administrator-cmd-recruitment--ae0f9fa3-f832-444f-a72f-f68b2e80fa8a RSS feed for Financial Planning Administrator at CMD Recruitment. en-gb Tue, 21 Jul 2026 17:46:51 GMT https://jobs.co.uk/job/financial-planning-administrator-cmd-recruitment--ae0f9fa3-f832-444f-a72f-f68b2e80fa8a https://jobs.co.uk/job/financial-planning-administrator-cmd-recruitment--ae0f9fa3-f832-444f-a72f-f68b2e80fa8a Sun, 19 Jul 2026 23:00:00 GMT Location: Wells | Salary: £25000 - £28000/annum Hybrid | Type: Permanent | An established and respected financial services business is looking to appoint a Financial Services Administrator to support its team of advisers and deliver a first-class experience to clients. This position offers the opportunity to become an integral part of a professional and collaborative environment where high standards, client care, and attention to detail are highly valued. You will provide essential administrative support across the client journey, helping advisers operate efficiently while ensuring regulatory and service standards are consistently maintained. Key Responsibilities In this varied role, you will be responsible for ensuring the smooth administration of client accounts and financial planning activities. Duties will include: Maintaining and updating client information across internal systems. Producing meeting packs, reports, and supporting documentation for advisers. Processing client requests and assisting with ongoing servicing requirements. Managing correspondence and responding to client enquiries in a timely and professional manner. Supporting regulatory and compliance processes through accurate record keeping. Liaising with providers, clients... Permanent