Financial Planning Administrator

Job Title:Financial Planning Administrator

Industry: Wealth Management

Location: Bristol

Salary: £26,000-£29,000

Job Reference: 8393

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Bristol to join a Financial Planning firm.

Our client is a thriving company that has faced exceptional growth since they started their business. They have a focus on helping clients to uncover and secure their long-term financial goals and as a result of this method and their ongoing success they are now able to bring on another member to the back office team with this IFA Administrator role.

Your role will include, but not be limited to:

• Letters of authority
• Fund switches
• Withdrawals
• Processing new business
• Quotations
• Updating CRM system
• Working alongside Financial Planners and Paraplanners
• Client liaison

Benefits:

• Salary £26,000 - £29,000 (salary is negotiable dependent on skills and experience)
• Bonus scheme
• Ongoing study, progression, and exam support
• Critical illness cover
• 21 days annual leave + bank holidays + additional Christmas shutdown
• Free parking
• 5% employer pension contribution

Skills and experience required:

• Previous experience within the Financial Planning profession as a financial administrator, or client manager
• Passion for providing a quality service
• Attenion to detial
• Excellent communication skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based in Bristol on a Financial Planning Administrator role.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.