Job Title: Financial Planning Administrator

Location: Truro

Salary: Up to £32,000

Job Ref: 10365

Recruit UK is working with a well-established, highly regarded independent financial planning firm to recruit an Adviser Support Administrator to join their growing team.

This is an excellent opportunity for an organised, detail-focused individual looking to build a long-term career within financial services administration and adviser support.

Working closely with experienced advisers, you’ll play a key role in supporting the advice process, preparing client documentation, liaising with providers, and ensuring an exceptional client experience throughout.

Key Responsibilities

• Preparing client valuation reports and meeting packs
• Assisting with suitability report preparation and supporting documentation
• Processing applications, fund switches, withdrawals and provider instructions
• Tracking business progress and liaising with providers/platforms
• Maintaining accurate client records and updating internal systems
• Supporting advisers with upcoming meetings and client requirements
• Preparing quotes and gathering provider information for analysis
• Providing wider administrative support across the advice process

About You

• Highly organised with strong attention to detail
• Professional, proactive and able to manage workloads effectively
• Excellent communication and administrative skills
• A methodical approach with strong accuracy levels
• Financial services experience or knowledge is advantageous but not essential
• Committed to delivering high standards of client service and confidentiality

What’s on Offer

• Salary between £26,000 - £32,000, depending on experience
• Discretionary bonus scheme
• Generous holiday package – 28 days holiday plus bank holidays, alongside additional office closure over Christmas (circa 40 days total annual leave)
• 5% matched pension contribution
• Full support towards professional financial services qualifications
• Opportunity to join a respected and ethical financial planning business with a strong reputation in the market

This is a full-time, office-based position.