Financial Planning Administrator - Hybrid
Would you like to work for a company that will help you develop your career?
Would you like work towards the industry exams with full support of the business? Would you like to work for business that has a great community feel with a friendly but professional working environment?
If so, this could be the role for you!
Financial Planning Administrator required by a growing wealth planning practice in Bristol, working across the full range of wealth management including Pensions, Investments and protection.
Responsibilities include managing the ’Letters of Authority’ process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance and data base management.
The ideal candidate will have a minimum of 1 years’ experience in Financial Services, ideally an IFA environment
Knowledge of Investments, Pensions and Protection products
Professional qualifications would be an advantage
Experience is using IFA Back Office systems such as Intelligent Office or Adviser Office
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.