Financial advisory occupations Work, Jobs in Devizes, Wil (with Salaries)

Technical Administrator
Ellis James Partners Ltd —Corsham
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
6d
Trainee Financial Adviser
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Financial Administrator
LilleyCo Financial Services —Hungerford
- £25,000 - £30,000 a year
- Full-time
- Customer service
- Organisational skills
- Financial services
- Free parking
Quick apply
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Bath
- £28,000 - £32,500 a year
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
Financial Adviser
Partnership Recruitment —Corsham
- £35,000 - £45,000 a year
- Hybrid work
- Communication skills
- School
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
10d
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Pensions Administrator
UK Research and Innovation (UKRI) —Swindon
- £25,842 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Annual leave
- Employee assistance programme
5d
Multiple Adviser roles
Partnership Recruitment —Swindon
- Remote
7d
Administrator
Usay Compare —Cirencester
- £26,228 a year
- Full-time
- Microsoft Outlook
- Communication skills
Quick apply
Pensions Administrator
UK Research and Innovation —Swindon
- £25,842 a year
- Temporary
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Annual leave
- Employee assistance programme
4d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
3d
Paraplanner
Old Mill —Chippenham
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
5d

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Technical Administrator

Ellis James Partners Ltd
Corsham

Apply Now

Job details

Permanent
£26,000 - £30,000 a year
6 days ago

Qualifications

Financial planning
Microsoft Office
Administrative experience
Communication skills

Full job description

Posted: 01/06/26 Recruiter: Ellis James Partners Ltd Reference: 3116696128 Type: Permanent Salary: £26,000 - £30,000 Annual Location: Corsham, Wiltshire Description: Technical Administrator - Financial Planning
£26,000 - £30,000 Financial Planning Office-based
Corsham / Shaftesbury

In financial planning, the client experience is shaped long before an adviser speaks to a client.

It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes.

This role sits inside that function.

You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace.

This is an office-based position, working from either the Corsham or Shaftesbury office.

What you'll be doing
You'll be responsible for the day-to-day administrative workflow that supports financial planning advice.

This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made.

You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track.

A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required.

Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations.

What we're looking for
You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration.

You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice.

Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure.

Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment.

Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role.

Experience in a St. James's Place (SJP) environment is preferred but is not essential

Practical details
£26,000 - £30,000 depending on experience
Office-based (Corsham or Shaftesbury)
Full-time role

Apply Now

Refine Your Search

financial advisory occupations jobs in devizes, wil

Technical Administrator

Trainee Financial Adviser

Financial Administrator

Administration Assistant - Investment Team - Hybrid

Financial Adviser

RBC Brewin Dolphin - Wealth Manager - West of England

Paraplanner (Marlborough)

Pensions Administrator

Multiple Adviser roles

Administrator

Pensions Administrator

Wealth Paraplanner

Paraplanner

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