Financial Planning Administrator

Client Services Administrator

Leamington Spa

An established, UK-wide independent financial advice firm is seeking a Client Services Administrator to join its growing team.

This is a client-focused administrative role that supports Financial Advisers in providing excellent service and

The business supports both individual and corporate clients with tailored advice across investments, pensions, savings, retirement planning, and employee benefits.

The organisation is known for smooth processes, strong culture, and commitment to long-term client relationships.

To be considered for this position:

• Basic knowledge of financial planning products and provider platforms.
• Understanding of FCA regulatory requirements
• Strong organisational skills and the ability to prioritise work.
• Excellent communication skills
• Confidence using back-office systems and technology.

Benefits

• Discretionary employee share participation scheme.
• Generous holiday allowance (including holiday trading).
• Ongoing professional development support with structured progression pathways.
• Agile working model.
• Pension
• Private Medical Insurance
• Death in Service Cover
• Group Income Protection
• Critical Illness Cover

Apply today - this is an excellent opportunity for a financial services administrator looking to join a well-structured, growing wealth management business with clear career progression and strong employee benefits.

For further information or a confidential discussion, please get in touch.