Client Administrator

5 days ago

Bristol, United Kingdom atomos Full time

**Career**
You are experienced and looking for a contract role. Perhaps the kind of place that could extend after 6mths, or maybe you work 6mths, take some time off and get re-engaged by us later on.

We're a growing wealth management firm with opportunities and this role is to support a peak in our workload.

**About the role**
Located in Bristol you will be joining our Hub team supporting our Financial Planners and a crucial part of the team ensuring clients get a good administrative service and our planners have your support for their needs.

A busy environment with lots to get involved with, this opportunity is a great chance to build a network with a firm that prides itself on opening up opportunities as one of the most exciting UK-wide Wealth Management firms.

**Accountabilities**
- Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software).
- Co-ordinate Financial Planner’s diaries and arrange client meetings.
- Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Send prepared information and reports to clients.
- Ensure all data entry is completed accurately and within specified timelines.

**Skills and Experience**
- Several years experience in a Wealth Management, Financial Planning or IFA firm.
- Knowledge of pensions, OR investments, OR mortgages and protection will get you to the top of our wishlist.
- Intermediate Excel skills - e.g. Pivot tables.
- Good communication skills, comfortable with numbers, and highly organised.
- Capable of fact finding and analytical thinking.
- Hyper organised.
- Love it when you delight a client with great outcomes.
- Want to be part of a team that appreciates you.

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

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