Financial Planning Administrator - #2168926

Financial Planning Administrator

Bristol / Hybrid

Salary £32,000 - £37,000

Our client is a leading and national form of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Bristol. This is a hybrid role which will consist of 3 days office, and 2 days WFH. The experienced Financial Services Administrator will work on a 1:1 basis supporting a high successful Financial Planner, by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs.

What's in it for you?

" Competitive salary and benefits package

" Hybrid working arrangement - flexibility to work from home after training

" Opportunities for career growth and professional development

" Collaborative team environment with a chance to learn from experienced professionals

" Access to a variety of voluntary benefits tailored to your needs

" Participation in charity events and social activities

Responsibilities:

" Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients.

" Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met.

" Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times.

" Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations.

" Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings.

" Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise.

Experience and Skills Needed:

" Minimum of 2 years' experience in a similar financial services role.

" Solid understanding of financial services and the ability to manage complex client portfolios

" Previous experience supporting senior consultants or leadership teams is a plus

" Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels

" High attention to detail and the ability to work proactively to resolve client issues

" Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment

" Ability to work independently and as part of a team, with a collaborative approach

This is an exciting opportunity for an individual who is looking to take their career to the next level.

For more information apply online or speak to one of our specialist consultants quoting reference

NJR17060