Financial Planning Administrator

Cavendish Maine Careers; Bristol; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial planning firm on the outskirts of Bristol is seeking an IFA Administrator to provide administrative support to Financial Advisors and Paraplanners. The ideal candidate will have experience in Financial Planning or administration within Financial Services, with training available for those new to the field. This office-based role offers a salary of up to £30,000 depending on experience, along with a friendly work environment and opportunities for professional development.

Qualifications

• Experience in Financial Planning is preferred, but administration experience from other financial service areas is acceptable.
• Desire to move into Financial Planning.

Responsibilities

• Provide administrative support to Financial Advisors and Paraplanners.
• Obtain and update client information in back office systems.
• Process client requests for income, portfolio switches, and withdrawals.

Skills

Experience in Financial Planning

Administration experience in Financial Services

Client management

Job description

My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.

This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.

Specific Duties Include :

• Obtaining client information ensuring back office systems are up to date
• Submit and process new business ensuring clients are updated on a regular basis.
• Process letters of authority
• Process client requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches
• Maintain accurate back-office records
• Liaising with providers

The Person :

The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided.

Salary Information :

Up to £30,000 depending on experience.

Contact :

Karen Cummins

Reference :

KC / 86407

Candidate care :

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