Senior Financial Planning Administrator

2 days ago


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

We 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 Responsibilities
  • Provide administrative support to our financial planning team, ensuring seamless day-to-day operations and efficient delivery of services.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.
  • Collaborate with our team to identify opportunities for process improvements and implement changes to enhance our services.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to enhance our services and stay ahead of the competition.
What We Offer
  • A competitive salary of up to £30,000, depending on experience, plus a discretionary bonus.
  • A comprehensive benefits package, including pension, health insurance, and generous holiday allowance.
  • Opportunities for professional development and growth, with a focus on upskilling and reskilling to meet the evolving needs of our business.
  • A dynamic and supportive work environment, with a strong emphasis on teamwork and collaboration.
Requirements
  • 2+ years of experience as an administrator in a financial planning firm.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in Microsoft Office and other relevant software applications.


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