What Jobs are available for Resource Allocation in Gloucester?

A fantastic opportunity for an experienced Financial Planning Assistant to take on a senior support role within a busy wealth planning team. You will provide high-quality administrative and client support to Planners, ensuring smooth delivery of advice and excellent client outcomes.

• Act as a first point of contact for clients, handling queries and correspondence with professionalism.

• Provide administrative support to Planners, including onboarding, valuations and new business. 

• Prepare meeting packs, manage diaries, and complete follow-up actions.

• Maintain accurate client records on CRM system.

• Assist in training and mentoring junior assistants, sharing knowledge and best practice.

• Contribute to process improvements and support team efficiency initiatives.

• Strong knowledge of the financial planning process and products.

• Previous experience in a Wealth Planning/IFA support role.

• Excellent accuracy, attention to detail, and organisational skills.

• Strong communication and interpersonal skills, with a professional client service approach.

• Collaborative team player with a proactive attitude.

• A senior-level support role with exposure to client meetings and wider team responsibilities.

• Opportunity to mentor and train junior colleagues.

• Ongoing professional development and CPD support.

• A collaborative and supportive team environment.

We are seeking an enthusiastic and experienced full-time Administrator to join a small team, supporting day-to-day administrative functions and project work. This is an exciting opportunity to make a real difference in a varied role, with involvement in a wide range of projects and tasks.

Regular hours are 9am to 5pm, Monday to Thursday, and 9am to 4.30pm on Fridays. Some evening work is required, usually once a month, to take minutes at meetings (time off in lieu will be given).

• Prepare and distribute meeting papers and agendas, and take accurate minutes.
• Manage planning application responses, records and submissions within statutory deadlines.
• Provide reception duties, handling enquiries in person, by phone and in writing.
• Log and manage incoming and outgoing mail.
• Assist the Financial Administrator with invoices, purchase orders and financial records.
• Maintain cemetery records and deal sensitively with related enquiries.
• Support grant processes, including enquiries, applications, meetings and payments.
• Manage diaries, functions, events and Mayoral arrangements.
• Identify improvements to administrative processes, including AI opportunities.
• Draft correspondence, update policies, file documents and prepare reports.
• Assist with facilities records, administration and contractor liaison.
• Obtain quotes and liaise with contractors on-site and pre-works.
• Maintain staff training records, book courses and monitor completions.
• Update the website and assist with social media monitoring and posts.
• Write risk assessments and assist with health and safety tasks.

• Proven administrative experience in a busy office environment.
• Strong organisational skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to handle sensitive information confidentially.
• Proficiency with IT systems, including Microsoft Office.
• Flexibility to work occasional evenings.

• Salary between 29,064 and 31,022.
• Full-time hours with early finish on Fridays.
• Time off in lieu for evening meetings.
• Opportunity to work on varied projects.
• Supportive team environment.

Apply now to take the next step in your administrative career and make a difference as part of our dedicated team.

Acorn by Synergie acts as an employment agency for permanent recruitment.

We are seeking an enthusiastic and experienced full-time Administrator to join a small team, supporting day-to-day administrative functions and project work. This is an exciting opportunity to make a real difference in a varied role, with involvement in a wide range of projects and tasks.

Regular hours are 9am to 5pm, Monday to Thursday, and 9am to 4.30pm on Fridays. Some evening work is required, usually once a month, to take minutes at meetings (time off in lieu will be given).

• Prepare and distribute meeting papers and agendas, and take accurate minutes.
• Manage planning application responses, records and submissions within statutory deadlines.
• Provide reception duties, handling enquiries in person, by phone and in writing.
• Log and manage incoming and outgoing mail.
• Assist the Financial Administrator with invoices, purchase orders and financial records.
• Maintain cemetery records and deal sensitively with related enquiries.
• Support grant processes, including enquiries, applications, meetings and payments.
• Manage diaries, functions, events and Mayoral arrangements.
• Identify improvements to administrative processes, including AI opportunities.
• Draft correspondence, update policies, file documents and prepare reports.
• Assist with facilities records, administration and contractor liaison.
• Obtain quotes and liaise with contractors on-site and pre-works.
• Maintain staff training records, book courses and monitor completions.
• Update the website and assist with social media monitoring and posts.
• Write risk assessments and assist with health and safety tasks.

• Proven administrative experience in a busy office environment.
• Strong organisational skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to handle sensitive information confidentially.
• Proficiency with IT systems, including Microsoft Office.
• Flexibility to work occasional evenings.

• Salary between 29,064 and 31,022.
• Full-time hours with early finish on Fridays.
• Time off in lieu for evening meetings.
• Opportunity to work on varied projects.
• Supportive team environment.

Apply now to take the next step in your administrative career and make a difference as part of our dedicated team.

Acorn by Synergie acts as an employment agency for permanent recruitment.