Job Title: Administrator
Location: Bristol (Pill)
Salary: Circa £30,000 (negotiable depending on experience)
Reference: 10030
Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol (Pill).
This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you’ll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm’s high standards of service.
Duties:
*Preparing and processing paperwork for client meetings and applications
*Submitting business online and liaising with providers to ensure timely progress
*Managing client communications by phone and email, handling non-advice queries
*Collating research for recommendations and producing product quotations
*Maintaining and updating client records on the back-office system (Intelligent Office)
*Assisting with death claims and liaising with executors where required
*Producing management information (MI) reports for advisers
*Ensuring compliance with FCA guidelines and company procedures
What’s on offer:
*Salary: Circa £30,000 (higher for experienced candidates)
*Hybrid working: 4 days in the office, 1 day working from home
*21 days holiday (plus Christmas office closure and bank holidays)
*Exam funding & professional development support
*Free parking
*4x Death in Service & Critical Illness Cover
About you:
*Previous experience in administration (financial services experience preferred)
*Excellent attention to detail and organisational skills
*Strong written and verbal communication skills
*Confident using Microsoft Word, Excel, and CRM systems
*A proactive, can-do attitude with the ability to manage your own workload
*Professional, reliable, and committed to delivering excellent client service
This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial services.