Financial Planning Administrator

Published: December 6, 2018
Job Type
Start Date


Abatec are pleased to be working with a well-known firm based in the South West who are looking for an Administrator to join their Financial Planning team. You will be joining an inclusive and welcoming team and be working with likeminded people, you will also be supported and encouraged to take exams, so you can progress and grow your knowledge and career.

As a Financial Planning Administrator, you will be providing administrative support to a Financial Planning Consultant.

Further duties include:

  • Preparing client valuations
  • Assisting with client reviews
  • Dealing with enquiries
  • Tracking new business and ensuring all information required is gathered
  • Processing new business
  • Ensuring all client information is updated on the database

Our client is looking for a Financial Planning Administrator who has a strong focus on customer care and service, excellent telephony and communication skills, and ideally experience of Avelo/Iress. You will need a good level of IT skills such as Microsoft Office and have used a paperless office system.


Competitive salary and flexible benefits package. Salary is based on skills, qualifications and experience.

If you would like more information, or to apply for this vacancy, please contact Louise Huggett on 01934 635025. The reference for this vacancy is 128665. Alternatively, you can email your current CV (in MS Word format) to

We are always looking for candidates for similar positions, so please register your details with us to hear about similar opportunities that you may be interested in.

Abatec Ltd. is working as an employment agency on behalf of a client.


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