£18,000 – £21,000 p/a starting salary, plus a potential discretionary annual bonus & 33 days annual leave (including bank holidays).

The Company

Financial Planning Concepts is an established and successful independent company based in Truro, Cornwall. We believe that everyone should care about the work they do and the clients we serve, and for us honesty is always the best policy. Quality is ensured by following a clearly defined process and as a team we collaborate to achieve the best outcomes. We are passionate about making a difference to our clients lives by adding value and purpose through memorable client experiences. In summary we seek to help them to ‘Balance their life and assets’ through outstanding financial planning.

The Role

This is a full-time post, and your working hours will be 09.00 – 17.00 Monday to Friday. The role is office based.

We are looking for a unique individual, who can help us build on our existing client-base by supporting us as a dependable and efficient administrator with the right aptitude for our business.

We are looking for someone fully IT literate to support the existing team by providing general administration including answering the telephone, responding to email enquiries, keeping our client record systems up to date and arranging client meetings. The scope of this role is wide-ranging and can be developed further in accordance with the successful candidates’ skillset and abilities.

You must be able to deliver exceptional client service using outstanding communication and interpersonal skills. Your work will help contribute to our team and organisational targets and subsequently, excellent client outcomes and experiences.

Starting salary is dependent on experience and we are proud to offer extensive training and progression opportunities for the right candidate. We offer the opportunity to exceed this salary and develop within a successful organisation, in exchange for a positive attitude, an expandable skill set and a desire to do well.

To Apply

To apply please send your CV and a covering letter explaining how your skills make you the perfect candidate for this job to

Closing Date is 9am on Monday 29th November 2021.

Anticipated interview date will be 6th December 2021.