Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol.
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: £25,000 - £30,000 (higher for experienced candidates)
· 4 days in the office, 1 day working from home (office based initially)
· 21 days' annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days' total leave per year)
· Exam funding & professional development support
· Free parking
· 4x Death in Service & Critical Illness Cover
· Workplace pension 5%
About you:
· Previous experience in administration (financial services experience)
· Excellent attention to detail and organisational skills
· Strong written and verbal communication skills
· Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office)
· 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 service
