Job Details

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Contact Information:
Kadwell Financial Management Ltd
69 Leckhampton Road
Cheltenham
Gloucestershire
GL53 0BS

Tel: 01242239922

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Part Time Financial Planning Practice Administrator

Office based: Leckhampton, Cheltenham, Gloucesters

Kadwell Financial Management Ltd are looking for an office-based, part-time administrator to join our small, friendly financial planning team in Leckhampton. Supporting our advisers, you will be responsible for helping to deliver meaningful, personalised and lifestyle focused financial planning to our clients.

3 Days Per Week starting beginning of September 2025- Flexible hours offered which must include Tuesdays & Thursdays.

Who are we looking for to join the team?

A team player looking to support our business which is passionate about delivering exceptional service to our clients.
IT confident in Microsoft applications like Outlook, Word, Excel and Teams.
Excellent English grammar, spelling, numeracy, eye for detail and organisational skills.
Office accounts – invoicing clients, preparing information for accountants etc.
Ability to master different areas of administration from preparing reports, data input and fees management.
Handling correspondence and liaising with both clients and providers, processing queries.
Ensuring compliance and accurate record keeping – scanning documents and uploading to Xplan back-office system.

Additional skills (a bonus, otherwise training provided)

Good understanding of financial services with technical knowledge of pensions, investments and protection.
Experience of preparing client letters and reports.
Iress Xplan back-office system experience.
Knowledge of Quilter Financial Services processes.
Audio-typing and ability to take minutes at meetings.
Proficiency with provider platforms.

Please email your CV with a cover letter by clicking on Apply Now.

Closing date for applications: 11/07/2025

Salary: £15,473 for 3 days assuming 21 working hours p.w. (pro-rata £25,789 p.a.)