Financial Planning Administrator

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

Job summary

A financial advisory firm in Dyrham is seeking an experienced Financial Planning Administrator to assist advisers. The ideal candidate will have at least three years of experience in financial services administration, knowledge of Intelligent Office, and a dedication to client service. The role offers a competitive salary and the chance for personal development in a supportive team environment.

Benefits

Competitive package and benefits

Supportive team environment

Qualifications

• At least three years experience within a Financial Services Administration team.
• Wide product knowledge required.
• Experience with Intelliflo is a plus.

Responsibilities

• Support an IFA with all business processing and financial administration.
• Use platforms like Intelligent Office to assist advisers and clients.
• Provide high-quality financial advice and exceptional client experience.

Skills

Financial administration

Client liaison

Experience with Intelligent Office

Tools

Intelligent Office

Other associated software

Job description

Overview

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

The role: Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers.

Responsibilities

• This role would involve 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, however full training will be provided.
• We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.

About us

Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.

At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our people ahead of process ethos means that clients and employees remain at the core of everything we do.

We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.

Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.

Salary and benefits

Salary: Dependent on experience.

We offer:

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

To Apply

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

Schedule

Schedule: Monday to Friday

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