Cst Financial Planning Associate / Coordinator

Chippenham, ENG, GB, United Kingdom

Job Description

Job Opportunity: CST Financial Planning Coordinator / Associate


Location:

Chippenham

Company:

Chilvester Financial

Salary:

24,000 - 35,000 (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 (24k -28k Coordinator, 28k to 35k 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) HealthShield Cash Plan giving you the ability to claim money back on everyday health care such as dental, optical and physio costs plus exclusive discounts on high street purchases and more. 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 Associaterole 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: 24,500.00-35,000.00 per year

Benefits:

Company events Company pension Financial planning services Health & wellbeing programme Life insurance
Education:

A-Level or equivalent (preferred)
Experience:

Administrative: 2 years (required)
Work Location: In person

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Job Detail

  • Job Id
    JD4492805
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Full Time
  • Job Location
    Chippenham, ENG, GB, United Kingdom
  • Education
    Not mentioned