CST Financial Planning Associate / Coordinator

Description

Job Opportunity: CST Financial Planning Coordinator / Associate

Location: Chippenham

Company: Chilvester Financial

Salary: GBP24,000 - GBP35,000 (depending on experience)

Are you an experienced, highly organised administrator with a passion for delivering outstanding client service? Do you thrive in a fast-paced environment and take pride in supporting others to achieve excellence?

If so, we'd love to hear from you!

Chilvester Financial is seeking a Client Services Team (CST) Financial Planning Coordinator or Associate to join our friendly, dynamic, and professional team in our Chippenham office. This is a key role, providing essential administrative support to one of our senior financial planners and helping manage a valued bank of clients.

This opportunity is ideal for someone with experience as an IFA administrator who is ready to grow within a supportive and collaborative environment. The role offered will depend on your experience - with Coordinator being the entry-level position and Associate being the more senior.

Why Join Chilvester Financial?

At Chilvester, we believe that great people make great companies. We offer a welcoming workplace that values growth, wellbeing, and contribution.

Here's what you can look forward to:

Competitive salary (GBP24k -GBP28k Coordinator, GBP28k to GBP35k Associate, depending on experience)

25 days annual leave plus bank holidays

Office closure between Christmas and New Year

Option to buy or sell additional holiday

Excellent workplace pension scheme

Free car parking (after probation)

Early Friday finish (2pm!)

Employee Assistance Programme: 24/7 GP access, counselling, legal and financial guidance, fitness and nutrition support

Death in service cover (4x salary)

Eye care support

Discounted financial advice for family and friends

Regular social events

Support for professional development and financial services qualifications

About the Role

This is a varied, hands-on position where you'll support both our clients and your aligned financial planner. You'll be the go-to person for keeping everything running smoothly - handling key processes, maintaining high standards, and ensuring our clients have an exceptional experience every step of the way.

Coordinator Responsibilities (Entry-Level)

As a CST Financial Planning Coordinator , your responsibilities will include:

Producing annual review reports for clients

Supporting your aligned financial planner with day-to-day administration

Processing changes in client circumstances with care and efficiency

Managing client transactions and liaising with providers

Assisting clients with accessing and using our online portal

Communicating professionally with clients and third parties

Maintaining accurate CRM records

Assisting with data integrity and ensuring compliance

Supporting ad-hoc projects from the Operations & Systems Manager

Associate Responsibilities (Senior-Level)

If you are appointed as a CST Financial Planning Associate , you will take on all the responsibilities listed above, plus :

Mentoring and training new and existing team members

Conducting peer reviews to maintain quality and consistency

Collaborating closely with the Operations & Systems Manager on strategic and ad-hoc projects

This senior-level position is ideal for someone with strong experience in financial services who is ready to take on a senior role within the team.

Who We're Looking For

We're looking for someone who is:

Friendly, professional, and client-focused

A confident communicator (written and verbal)

Proactive and comfortable using task-based systems

Organised with strong attention to detail

Eager to contribute positively to a growing business

For the Associate role, you will also need:

Experience working in a financial services office

Experience as a senior or lead team member

Familiarity with Intelligent Office or similar CRM/task-based systems

Support & Development

We invest in our people. You'll receive full training, regular support, and opportunities to build your career. If you're aiming for industry qualifications, we'll be right behind you.

Minimum Requirements

A-Level (or equivalent) qualification

Minimum of 2 years' experience in an office environment (_Coordinator_)

Minimum of 2 years' experience in financial services is essential for the _Associate_ role

Financial services qualifications are a plus

Ready to Apply?

If you're enthusiastic, detail-oriented, and ready to make a real difference to clients and colleagues, we'd love to hear from you.

Please send your CV and a short cover letter explaining why you're the perfect fit for this role.

Job Type: Full-time

Pay: GBP24,000.00-GBP35,000.00 per year

Benefits:

Company events

Company pension

Financial planning services

Health & wellbeing programme

Life insurance

Schedule:

Monday to Friday

No weekends

Education:

A-Level or equivalent (preferred)

Experience:

Administrative: 2 years (required)

Work Location: In person

Reference ID: Chil / CST FinplanAs/2022

Expected start date: 01/09/2025

Ad ID: 5416935102