Financial Planning Administrator

Bruin Financial

Ref: 24266

Financial Planning Administrator – £23-26k + Benefits

We have a fantastic opportunity for a Financial Planning Administrator to join a Financial Services Organisation based in Altringham. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role.

It is your duty to provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process.  To accurately process business in line with the Financial Planners recommendations. Maintain client records to high standards. To support the financial planner in the development of valuable and long term business relationships with clients by being a key point of contact for general queries.

Other ad-hoc tasks and responsibilities commensurate with the role may be required.

The key skills required for the role are as follows:


  • Good knowledge of financial products and services
  • Excellent telephone manner
  • Computer Literate
  • Numerate with analytical ability
  • Attention to detail
  • Effective communicator

This is a fantastic opportunity with long term career prospects; full training will be given in all aspects of the role.

If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at Bruin Financial.

Location: altringham

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.


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