Financial Planning Administrator - Cheltenham

Element Recruitment are working with a number of respected Financial Planning firms and are keen to connect with experienced Financial Planning Administrators based in or around Cheltenham.

If you have a background in financial services administration and enjoy working in a professional, detail-focused environment, we’d love to hear from you.

The Opportunity

We are looking for skilled administrators who can provide high-quality support to Financial Advisers, helping ensure recommendations and ongoing client services are delivered efficiently and accurately.

You’ll play a key role in maintaining excellent client service standards while supporting the smooth running and growth of the business.

Typical Responsibilities

• Acting as a first point of contact for clients via phone and email
• Managing and maintaining confidential client records
• Converting adviser meeting notes into actionable tasks within back-office systems
• Supporting advisers with research using financial planning tools
• Processing new business and preparing client review packs
• Managing central inboxes and workflow systems
• Liaising with providers and responding to queries
• Producing quotations, illustrations, and supporting documentation
• Completing application forms and compliance requirements (including AML checks)
• Reviewing documentation such as Letters of Authority and client packs
• Supporting the wider team to ensure deadlines and service levels are met
• Ensuring adherence to internal procedures and regulatory requirements

About You

• Minimum 2 years’ experience within financial services administration
• Good understanding of financial products and processes
• Strong written and verbal communication skills
• High attention to detail and accuracy
• Organised with excellent planning and prioritisation skills
• Confident using Microsoft Office and industry systems
• Professional and client-focused approach

If you're an experienced Financial Services Administrator looking for your next move in the Cheltenham area, apply today or get in touch for a confidential conversation.