Financial Planning Administrator- North Bristol

Posted 6 April by Recruit UK

We are working closely with a financial planning firm in north Bristol who are looking to expand their back-office support team.

They are actively looking to take on a Financial planning administrator to join their administration team

You will be working within an administration team working closely with the paraplanning team and advisers of the business to ensure the best professional service is provided to the clients.

Your main focus will be to process all pre and post sales administration tasks.

You will act as a point of contact and deal with any queries from the clients and platform providers. As you will be a point of contact you will be expected to be professional and build a relationship with the clients.

The ideal candidate will have experience of Standard Life Platform with Elevate and Trasact system experience.

A competitive salary of up to £25k is on offer along with free parking and other benefits!

For more information please contact louise bibb on 01179-170416. Quote reference 12447

Application question

Do you have previous experience within an admin role?

Reference: 34845514

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