Administrator

A highly regarded boutique financial planning practice based in Truro is seeking an Administrator to join its close-knit, friendly and supportive team.

This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual.

The Role

As a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice.

Key responsibilities will include:

• Preparing client valuation reports and meeting packs
• Supporting the preparation of suitability reports and associated documentation
• Submitting applications and processing client instructions (e.g. fund switches, withdrawals)
• Liaising with providers and platforms to track and progress business
• Maintaining accurate and up-to-date client records
• Assisting advisers with pre- and post-meeting administration
• Providing general administrative support to the wider team

About You

The ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered.

To be considered you MUST also live local to the offices in Truro.

You will demonstrate:

• Excellent organisational skills and strong attention to detail
• A proactive and professional approach
• The ability to manage multiple tasks and meet deadlines
• Strong communication skills and a team-oriented mindset
• A commitment to delivering high standards of client service

What’s on Offer

• Competitive salary to £34,000.
• Flexible working options, with both full-time and part-time hours considered
• 28 days’ holiday plus bank holidays
• Additional office closure over Christmas (c. 4 days) without using annual leave — totalling approximately 40 days’ leave per year
• 5% employer pension contributions (matched)
• A supportive and collaborative working environment
• Ongoing professional development, including support towards industry qualifications

This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.