Financial Planning Administrator

  • Location
    Newbury, Berkshire
  • Category
    Accountancy & Finance - Accountancy & Finance
  • Job type
    Permanent
  • Industry
    Banking and Financial Services
  • External Reference
    JN-092019-93277

Adecco have a fantastic opportunity to join a successful company based on the outskirts of Newbury. Our client is looking for a Financial Planning Administrator to join their team on a permanent basis. The role is working Monday - Friday and is offering a salary up £22,000, dependant on experience.


The company offer excellent benefits include 25 days plus bank holidays, pension scheme, allocated parking and more!


Duties include:



  • Communication with clients via telephone and email

  • Processing new client information in preparation for meetings

  • Managing and maintaining the ongoing correspondence with clients

  • Management of the diary

  • Maintain client records and documents

  • Adhoc office admin duties


Candidates will ideally have/be:



  • Experience in the finance industry

  • Highly organised

  • Willing to take on new challenges

  • A proactive attitude

  • Excellent telephone manner


Do you have experience in a similar role and all the relevant skills? If so apply today Adecco Newbury.

Please note: This position is based on the outskirts of Newbury, please only apply if you are willing and able to work in this location.

All applications will be reviewed within five working days by one of our experienced consultants and successful applicants only will be contacted within that time frame. Please be assured that your details remain confidential and they will not be sent out to our client(s) until you have been contacted by us and have given us your consent, in accordance with REC guidelines.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser https://www.adecco.co.uk/candidate-privacy

Please apply with your CV to: Lucinda Woodley