MB Fitzgerald are currently working with a successful and fast growing Financial Planning practice who are currently looking to add to their team in Bristol. The role is for an experienced Financial Planning Administrator to support their Chartered Financial Planners, working alongside the Paraplanning and Technical team to ensure clients receive a first class service.
You will be working with a team of successful Financial Advisers and will be responsible for the whole Administration process, from the moment the client meets with the Adviser until the Advice is put into motion. You will also be in regular contact with the clients, booking in annual reviews and managing the Financial Planners diaries accordingly.
Candidates must be experienced Administrators from a Financial Planning background. You should be highly organised and an excellent communicator, with the ability to deal with HNW individuals. Candidates who have progressed with Diploma qualifications will be preferred, although those without will not be at a disadvantage if they have good experience.