Senior Financial Planning Administrator

6 days ago


Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full time
About Exchange Street Claims & Financial Services

We'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 Description

Job Title: Senior Financial Planning Administrator

Job Summary: We're seeking an experienced senior administrator to join our financial planning team. As a senior administrator, you'll be responsible for providing administrative support to our financial planners and helping to deliver exceptional client service.

Key Responsibilities:

  • Provide administrative support to financial planners, including preparing reports and presentations
  • Assist with client onboarding and account management
  • Develop and maintain knowledge of financial products and services
  • Contribute to the development of business strategies and initiatives
  • Work closely with the management team to identify areas for improvement and implement changes

Requirements:

  • 2+ years of experience as an administrator in a financial planning firm
  • Strong administrative skills, including report writing and presentation preparation
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Knowledge of financial products and services

What We Offer:

  • A competitive salary and discretionary bonus
  • A comprehensive benefits package, including pension, health insurance, and life insurance
  • Opportunities for professional development and career advancement
  • A dynamic and supportive work environment

About Our Company: Exchange Street Claims & Financial Services is a leading provider of financial services, with a strong reputation for delivering exceptional client service. We're committed to providing our employees with a positive and supportive work environment, and we're always looking for talented individuals to join our team.



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