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Financial Planning Administrator

Job Description

Brook Street are looking for a Financial Planning Administrator to join our Clients firm in Weston-super-mare!

Our Client provide high-quality advice to businesses and individuals to help them achieve their objectives. And as a Financial Planning Administrator you will be responsible for providing administrative support to a consultant in the Financial Planning Department.

It is preferred if you have had some financial background, as you will be ensuring all client information is entered onto the Client Database system correctly, dealing with enquires and preparing client valuations, reviews and processing and tracking new business.

Communication and IT skills are required as a Financial Planning Administrator as well as being able to organise and prioritise your own workload. Previous experience of using Intelligent Office Client Database/back office system would be an advantage.

If you are interested in this role as Financial Planning Administrator please get in contact with Clea Griffiths on 0117 948 6313 or email

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