Financial Services Administrator - Trowbridge

Element Recruitment is working with a well-established Financial Planning firm based in Trowbridge to support the search for a Financial Services Administrator to join their team.

This is a great opportunity for someone with experience in financial services administration who enjoys working in a structured, client-focused environment. The successful candidate will play a key role in supporting advisers and ensuring the smooth day-to-day running of client services.

The Role

You will provide administrative support to Financial Planners and the wider team, helping to ensure that client work is processed efficiently and accurately. This is a varied role where you will be involved in maintaining high levels of service and supporting ongoing business activity.

Key Responsibilities

• Acting as a point of contact for clients via phone and email
• Maintaining accurate client records and updating internal systems
• Assisting with preparation for client meetings and reviews
• Supporting new business processing and general administration tasks
• Liaising with providers and handling queries
• Managing workflows, tasks, and shared inboxes
• Providing general support to advisers and the wider team
• Ensuring all work is completed in line with company procedures

About You

• Previous experience within a financial planning firm is essential
• Understanding of financial products and processes
• Strong attention to detail and accuracy
• Good organisational and time management skills
• Confident communication skills, both written and verbal
• Comfortable using Microsoft Office and internal systems

What’s on Offer

• Salary of up to £35,000, depending on experience
• Quarterly bonus scheme linked to both individual and company performance
• Comprehensive benefits package, including private health cover
• Full-time position (Monday to Friday, 37.5 hours per week), office-based
• Ongoing training and support within a successful and growing firm

If you’re interested in learning more about this opportunity, please apply or get in touch.