Financial Planning Administrator

We have a new and exciting opportunity for a part time Financial Planning Administrator to join our Wealth team, based in our Bishop’s Stortford office.


Joining our Wealth team, one of the eight expert service areas here at Tees, you will be working closely with our Wealth Advisers to ensure a seamless service to our clients. Being a regular point of contact for clients, this role is essential to establishing and maintaining long lasting relationships.

The ideal candidate for this role will have experience working in the financial services sector. Holding an FPC 1 and 2 qualification would be advantageous. Previous involvement in maintaining client records, preparation of client investment and pension reviews, illustrations and related paperwork is desired. Experience working with the Curo system would be beneficial. 

Some of the key responsibilities of this role include: 

  • Providing excellent customer service, liaising and communication with new and existing clients.
  • Preparing of client investment and pension reviews and inputting and maintaining client information.
  • The administration of all new and existing business records, maintenance and integrity of client records.
  • Preparation of all paperwork and illustrations for client meetings.
  • Provide general administrative support to our Financial Advisors and when necessary our Investment Managers, ensuring all tasks are done accurately and in a timely manner.

To view the full job description, please click here

If you are enthusiastic, like to exceed expectations, have a strong customer focus, and the prospect of developing your knowledge appeals to you - send us your CV with a brief covering letter outlining why you are perfect for Tees!

This role is being offered as a part-time opportunity. 

To apply, please email us at:


If you are ambitious, driven, and want to work with a company focused on helping give our clients a better future, then you are aligned in our aim to achieve that and empower you to be your absolute best. You will have a blended working schedule, giving you the freedom to arrange your days to benefit your commitments - in and out of the office. You will also receive access to a discount platform with a variety of perks, that caters to your individual needs. We understand that both the big and small details are important and believe that rewarding staff for their contributions and investing in their future is vital to the growth of our firm. 

Reward and Recognition

  • An attractive salary
  • Discretionary payments
  • Birthday holiday
  • 25 days annual leave, plus bank holidays with entitlement increasing with length of service
  • Compassionate leave
  • Employee assistance programme through Health Assured (including Counselling sessions, 24/7 access to trained Counsellors, Health Assessments, 4-week wellness programs, and more)
  • Contributory pension
  • Discounted legal services
  • Discounted financial advice services
  • Life assurance
  • Permanent health insurance
  • Interest free season ticket and travel loans
  • Cycle to work scheme
  • Eye care
  • Access to a discount platform that includes special rate cinema tickets, shopping discounts and free treats from Cafe Nero and Greggs
  • Discounted gym membership
  • Social events throughout the year
  • Payment for professional memberships and development opportunities
To apply, please email us at:
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