Financial Planning Administrator

Sandringham Wood
Bristol, Avon
22 Jul 2017
21 Aug 2017
Contract Type
Full Time

A long-standing independent financial planning company are seeking to appoint a new financial planning administrator to join their friendly and busy team who provide support to the owner of the business plus two other financial planners.

As a financial planning administrator on a day to day basis you’ll be responsible for obtaining quotes and policy information from life offices and platform providers, carrying out research, producing client letters and suitability reports, processing new business as well as having regular contact with clients and providers via 'phone, email or letter.

You’ll have gained similar experience within an IFA firm or you’ll be working within a platform provider/life office, have a good understanding of the advisory process and really would like to work for an independent financial planning firm.

You’ll benefit from a really varied and challenging role, where you’ll be actively supported to develop and broaden your experience and you’ll be provided with in-house training to assist you in achieving professional qualifications.

Salary on offer is up to £25,000 (dependent on experience & qualifications) plus study support, pension scheme, 20 days holiday plus public holidays and time off between Christmas and New Year.

Next steps:
If you apply for this position, we thank you for taking the time to do so; all applications are read thoroughly. If you do not receive a response from us within 2-3 working days it will be because your application, on this occasion, has not been successful.