Financial Planning Administrator

Description

Financial Planning Administrator Bristol Up to 32k

A respected and growing independent financial advisory firm based in Bristol is looking to recruit a Financial Planning Administrator to join their team.

This is a great opportunity for someone with 1-2 years' experience in financial services administration, ideally within an IFA environment. You'll be joining a small, collaborative team where you'll play a key role in supporting advisers and delivering a high standard of service to clients.

Key Responsibilities:

Maintain accurate client records and prepare files for meetingsManage provider correspondence, including letters of authorityAct as a key contact for clients and providersProcess applications, payments, and ensure compliance checks (AML)Produce valuations, reports, and keep clients updatedSupport advisers with post-meeting administration and follow-upsLiaise with third parties, including legal professionalsSkills & Experience (Essential):

Previous experience in a financial services or IFA administration roleStrong written and verbal communication skillsExcellent organisational and time management abilitiesHigh attention to detail and accuracySelf-motivated with the ability to work independentlyGood IT skills and ability to learn new systemsTeam-oriented with a positive attitudeUnderstanding of the financial planning processDesirable:

Experience with back-office systems such as IntellifloWorking towards Level 4 Diploma in Financial PlanningRelevant financial services qualifications (e.g. CF1)What's on Offer:

Salary: GBP28,000 - GBP32,000 (depending on experience)Bonus structureExam/study supportFull-time (35 hours per week)Part-time (4 days per week) consideredHybrid working available post-probationSupportive and friendly team environmentThis is an excellent opportunity for a Administrator looking to join a professional and supportive firm with a strong reputation in the market.

Apply now for further details.

Ad ID: 5418260638