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Office Administrator/ Coordinator

Hybrid Financial Planning Administrator

Job in Wells, Somerset County, BA5, England, UK
Listing for: Old Mill
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial services firm in Wells is seeking an experienced Financial Planning Administrator to support the Financial Planning Team. The ideal candidate will manage client records, prepare essential documentation, and ensure compliance with regulations. Strong organizational skills and client communication are crucial.

This role offers a collaborative environment and comprehensive benefits, including a generous holiday allowance, flexible working options, and professional development opportunities.
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