Job Title: Financial Planning Administrator

Location: Bristol (Hybrid)

Salary: £26,000 - £28,000

The opportunity to join a leading financial planning firm dedicated to providing exceptional wealth management services to their clients. Their team of experienced professionals is committed to delivering tailored solutions and comprehensive support to help their clients achieve their financial goals.

As a Financial Planning Administrator, you will play a crucial role in supporting their financial advisors and ensuring the smooth operation of their financial planning processes. This is a great opportunity for someone looking to either make the jump into a Financial Planning firm, or someone looking to build on existing experience within the industry.

They offer a fantastic working environment and culture, as well as a comprehensive benefits package and flexible working. Development and progression is something they love to push as a company, allowing you to develop your knowledge and progress through the company.

Responsibilities:

• Providing excellent support to their team of experienced Advisers and Paraplanners
• Liaising and chasing with product providers
• Sending Letters of Authority
• Updating back-office systems
• Preparing client documentation
• Any ad-hoc administrative tasks

Requirements:

• Previous Financial Services experience
• Comfortable dealing with clients, advisers and providers
• Excellent skills in both written and verbal communication
• Willingness to develop and undertake industry relevant qualifications
• Excellent time management and organisational skills
• Proficient using back-office systems, provider platforms and other IT systems

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

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