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Senior Financial Planning Administrator

2 months 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 senior administrator, you will play a key role in supporting our financial planning team and contributing to the success of our clients.

Key Responsibilities
  • Provide administrative support to our financial planning team, including managing client relationships and maintaining accurate records.
  • Assist in the preparation of financial plans and reports, using tools such as Voyant and MPS.
  • Work closely with our DFM providers to ensure seamless delivery of services to clients.
  • Develop and maintain expertise in cashflow modelling and the use of products such as VCTs and EISs.
  • Contribute to the development of new business opportunities and help to drive growth within the firm.
What We Offer

We offer a competitive salary of up to £30,000, plus a discretionary bonus and a comprehensive benefits package, including:

  • Pension scheme with 5% matched contributions
  • Income Protection and Private Medical Insurance
  • Cycle to Work scheme and full expenses policy
  • 25 days' annual leave, plus bank holidays and birthday leave
  • Volunteering and charity day
Requirements

To be successful in this role, you will need:

  • 2+ years' experience as an administrator in a financial planning firm
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills

We are looking for a motivated and conscientious individual who is passionate about delivering exceptional client service. If you are a skilled administrator with a keen eye for detail and a desire to develop your career in financial planning, we would love to hear from you.