Truro
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.