Financial Planning Administrator
1 month ago
**Job Title**: Financial Planning Administrator
**Industry**: Wealth Management
**Location**:Bristol
**Salary**: £24,000-£28,000
**Job Reference: 8393**
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 £24,000 - £28,000 (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
- Attention to detail
- Excellent communication skills
Pay: £24,000.00-£28,000.00 per year
**Benefits**:
- Company pension
- Financial planning services
- Free parking
- Health & wellbeing programme
- On-site parking
- Private dental insurance
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: 8393
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