Financial Planning Administrator

2 months ago


Bristol, United Kingdom Heat Recruitment Full time

An opportunity has presented itself for a financial services administrator to join a highly-reputable financial planning practice in central Bristol

As well as supporting the Financial Planners and Paraplanners with tasks, you will be required to provide quality support to the firm's existing and new clients.

**Key Responsibilities**
- Contact clients to capture relevant current information.
- Liaising with the paraplanners & advisers to ensure they have the documentation needed to assist clients.
- Put together letters of authority
- Write suitability letters
- Acquire quotes from product providers
- Arrange meetings / book appointments.

**What's on offer?**
- 25 days holiday + bank holidays
- Hybrid working (2 days from home)
- Company pension scheme
- Training support
- Life assurance scheme

**What next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

**Synonyms**: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Planning Administrator, Financial Services Administrator



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