Current jobs related to Financial Planning Administrator X 2 - Bristol, Bristol - Exchange Street
-
Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.Job DescriptionWe're seeking a Senior Financial Planning Administrator to join...
-
Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.Job DescriptionWe're seeking a Senior Financial Planning Administrator to join...
-
Senior Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionWe're seeking a highly motivated and experienced Senior Financial...
-
Senior Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionWe're seeking a highly motivated and experienced Senior Financial...
-
Senior Financial Planning Administrator
2 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a senior administrator, you will play a key role in supporting our financial planning team and contributing to the success of our clients.Key ResponsibilitiesProvide administrative support to our financial...
-
Senior Financial Planning Administrator
2 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a senior administrator, you will play a key role in supporting our financial planning team and contributing to the success of our clients.Key ResponsibilitiesProvide administrative support to our financial...
-
Financial Planning Specialist
7 days ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanning Professional, you will play a vital role in supporting our Financial Planning specialists in delivering high-quality advice to our clients.Key Responsibilities:Assist in the...
-
Financial Planning Specialist
6 days ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanning Professional, you will play a vital role in supporting our Financial Planning specialists in delivering high-quality advice to our clients.Key Responsibilities:Assist in the...
-
Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
-
Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
-
Senior Financial Planning Administrator
5 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
-
Senior Financial Planning Administrator
5 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
-
Financial Planning Specialist
1 week ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have...
-
Financial Planning Specialist
1 week ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have...
-
Senior Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionJob Title: Senior Financial Planning AdministratorJob Summary: We're seeking an...
-
Senior Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionJob Title: Senior Financial Planning AdministratorJob Summary: We're seeking an...
-
Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that prioritizes our employees' well-being and values their contributions. Our management style is characterized by trust and support, allowing our team members to thrive in their roles.Job SummaryWe're seeking a seasoned Senior Financial Planning...
-
Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Attivo Group Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Attivo Group. As a key member of our Financial Planning team, you will provide administrative support to our Associate Directors and Financial Planners, ensuring the smooth operation of our business.Key ResponsibilitiesManage and maintain...
-
Financial Planning Coordinator
24 hours ago
Bristol, Bristol, United Kingdom Finlink Ltd Full time{"title": "Financial Planning Role", "subtitle": "Join our team as a Financial Planning Coordinator", "content": "We are seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team at Finlink Ltd.As a Financial Planning Coordinator, you will be responsible for providing administrative support to our financial planning team,...
-
Financial Planning Coordinator
21 hours ago
Bristol, Bristol, United Kingdom Finlink Ltd Full time{"title": "Financial Planning Role", "subtitle": "Join our team as a Financial Planning Coordinator", "content": "We are seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team at Finlink Ltd.As a Financial Planning Coordinator, you will be responsible for providing administrative support to our financial planning team,...
Financial Planning Administrator X 2
3 months ago
Job Type:
Perm
Town/City:
South Bristol
County:
Somerset
Salary/Rate:
To £35,000 + discretionary bonus + benefits
Sector:
Financial Services
Discipline:
Sales Support/Administration
Job ref: 523840
It's not usually about money (but that comes into it) but about whether you feel heard. That your views matter. About whether you're trusted to get on your work without being micro-managed.
When it comes to making staff feel valued lots of businesses fail the test. It's often put up or shut up and someone watching over your shoulder.
But not here.
This is a business that values what you have to say. They want to hear your ideas, to challenge how things are done and to contribute to strategy. You're an expert in your area after all, so why wouldn't they lean on you?
Their management style as you'd expect is light touch. You're a motivated, conscientious person, so whilst there's great support you'll have their trust. Need help? Just ask. But you won't be micro-managed.
And as for money it's not the priority but of course it's important. Depending on experience there's a starting salary of up £35,000 plus a discretionary bonus.
And a decent benefits package too:
- Pension (5% matched; connect to salary exchange)
DIS x
- Income Protection (pay through to retirement)
- PMI (full cover, MHD, individual but option to add family)
- CashPlan Benefit
- Holiday (25 days + bank holiday + birthday)V
- Cycle to Work scheme
- Full expenses includes travel expenses, exams and CII fees
You won't just get to have a say here either. You'll learn and develop. The average new client has more than £1m to invest, so you'll gain exposure to cashflow modelling (Voyant). The use of products such as VCTs and EISs are par for the course too.
Technology wise there's Intelligent Office and Genovo for report writing. You'll also use their MPS platform and work with DFM providers. That's a lot of upskilling.
HERE'S WHAT YOU'LL NEED:
The firm are looking for two administrators.
One will be a senior, so someone with 2 years+ experience as an administrator in a financial planning firm.
The other can be entry level. A second careerist looking to get their first position in the profession? This firm will look at you too.
Everyone will receive a response.