Financial Planning Administrator
Clifton, Bristol (Free Parking available)
£25,000 - £27,000 DoE plus benefits
Working Hours 8.30 - 5pm (1 hour for lunch) HYBRID (3 days office/2 day WFH)
A exciting opportunity has come up for graduate or anyone with an administration background looking for a career in Financial Services
You will be to joining an established and experienced Private Wealth Management firm that offer comprehensive range of financial services to individuals, such as protection, investment planning, retirement, estate and tax planning. This firm based in Bristol and is looking for a team player, with a positive and ’can do’ attitude.
General Day to Day Role
* To support the Advisers and Paraplanners by dealing effectively with day to day business.
* To operate and maintain effective systems, processes and procedures which enable the business to run efficiently and effectively.
* Communicate effectively within the Practice and with external teams: Advisers, Clients and Product Providers.
* Act as a point of contact and deal effectively with queries from clients and other parties.
* Manage, prioritise and co-ordinate own workload in a timely fashion with an exceptional attention to detail.
Job Specification:
* Send Letters of Authority (LOA) to product providers
* Chase product providers until all information is received
* Utilise checklists to ensure all information is received and correct from third parties
* Prepare client documentation as required.
* Updating systems to ensure data is kept up to date.
* Liaise and deal with Client, Adviser and Provider correspondence including telephone, email and letter all within a timely manner.
* General office duties - Greet clients, take calls, post, stationary etc
* Assist with preparation for client reviews packs inline with Consumer Duty.
About You
* Previous experience working within the financial services industry (Desirable)
* Understanding and knowledge of financial services products within the advice setting (Desirable)
* Good level of knowledge especially in respect of pensions and investments. (Desirable)
* Strong IT skills using Outlook, Word, Excel
* Excellent inter-personal skills, both written and verbal.
* Accurate, with exceptional attention to detail.
* The ability to work well within a busy team environment.
* A ’can do’ attitude and a positive approach to work.
* The ability to work on own initiative and continue to develop skills and knowledge.
Benefits
* 25 days holiday per annum
* Hybrid working available
* Participation in company bonus scheme
* Exam support
* 4 X Death in service benefit
* Personal Health Plan (once probation period passed)
* Group Personal Pension
* Free car parking