Financial Planning Administrator

Integrity365; Dyrham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Dyrham is looking for an experienced financial planning administrator to support advisers. The candidate will manage administrative tasks and liaise with clients. With at least three years' experience in financial services and knowledge of Intelliflo, this position offers a competitive package. Join a dynamic team committed to providing high-quality financial advice.

Benefits

Competitive package and benefits

Great team to work with

Qualifications

• Minimum three years of experience in a Financial Services Administration team.
• Broad product knowledge is essential.
• Proficiency with Intelliflo software is required.

Responsibilities

• Provide administrative support to an Independent Financial Adviser (IFA).
• Manage business processing, financial administration and client liaison tasks.
• Utilize platforms such as Intelligent Office to support adviser and client needs.

Skills

Financial administration

Client liaison

Experience with Intelliflo

Tools

Intelligent Office

Job description

Overview

As our financial advisory business grows, we are looking for an experienced financial planning administrator to support our advisers in our Dyrham office, located in Dyrham (between Bristol, Chippenham and Bath).

Responsibilities

Integrity365 is expanding our team of office-based administrators to support one of our Independent Financial Advisers. This role involves directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients. The position would suit a candidate with experience in a similar environment; full training will be provided.

Key duties include:

• Provide administrative support to an Independent Financial Adviser (IFA).
• Manage business processing, financial administration and client liaison tasks.
• Utilise platforms such as Intelligent Office and related software to support adviser and client needs.

About us

Integrity365 is a forward-thinking financial services company founded by an experienced management team. We focus on professional excellence, modern technology and strong interpersonal skills to provide high-quality advice that clients value and trust.

We take a holistic approach to financial planning, supporting clients through mortgages, protection, investments and lump-sum decisions, retirement and later-life planning. Our people-first ethos keeps clients and employees at the core of everything we do. We remain independent as financial advisers, ensuring advisers always find the best solution for every client, with tailored financial plans.

Our team includes Independent Financial Advisers who are highly qualified, many holding Chartered Financial Planner status and maintaining a loyal client base.

Salary

Dependent on experience.

We offer

• A competitive package and benefits.
• A great team to work with!

Requirements / Qualifications

If you have at least three years of experience within a busy Financial Services Administration team, a wide product knowledge and experience of Intelliflo, please get in touch with a cover note and accompanying CV.

Schedule

Monday to Friday

Work Location

Bristol Head Office Aveling Office, Lower Ledge Farm, Doynton Lane, Dyrham, SN14 8EY