Financial Administrator

Gloucester | Office-based | 20–40 hours

A growing Financial Planning firm based in Gloucester is looking for a Financial Administrator to support its advisers and paraplanning team.

This role will initially be offered on a 6-month temporary basis, with the intention for it to become permanent. Hours are flexible (between 20–40 per week), and can be worked around school hours - the role is fully office-based.

The Role

• Providing general financial services administration support
• Supporting advisers and paraplanners with day-to-day case progression
• Processing new business applications and chasing through to completion
• Ensuring client files meet compliance and record-keeping standards
• Preparing documentation and maintaining accurate client records
• Handling incoming calls and emails professionally

What They’re Looking For

• Previous administration experience within financial services (essential)
• Strong organisational skills and attention to detail
• Confident using Microsoft Office (Word, Excel, Outlook)
• Reliable, professional, and comfortable working as part of an office-based team
• No seniority required, suitable for someone with solid admin experience

Package & Working Pattern

• 6-month temporary contract with intent to go permanent
• Flexible hours: 3–5 days per week (20–40 hours)
• Fully office-based role in Gloucester
• Salary dependent on experience

Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.