At a Glance
- Tasks: Support financial advisers and manage client relationships in a dynamic environment.
- Company: Established financial planning business with a focus on client support.
- Benefits: Competitive salary, career progression, and support for industry qualifications.
- Other info: Join a supportive team with opportunities for long-term growth.
- Why this job: Kickstart your career in financial planning while making a real difference for clients.
- Qualifications: Experience in operations or administration and strong organisational skills.
The predicted salary is between 25000 - 35000 £ per year.
A growing and well-established financial planning business is seeking a Financial Services Administrator to join their client support team. The role is ideal for someone with operations/administration experience who enjoys working closely with clients, is highly organised, and wants to develop their career within Financial Planning and wealth management.
The role is a mix of client relationship management and financial services administration, supporting Financial Advisers and Paraplanners with tasks such as:
- Arranging client meetings
- Preparing review packs
- Managing client records
- Handling enquiries
- Overseeing the client review process
Roles and Responsibilities:
- Supporting advisers with new business and ongoing client administration
- Coordinating client meetings and preparing supporting documentation
- Maintaining accurate client records and updating internal systems
- Managing client communications and responding to enquiries
- Liaising with providers and third parties to obtain information and updates
- Assisting with client review processes and ongoing servicing activities
Financial Services Administrator employer: TavasTechs
Join a dynamic and supportive financial planning business in Bristol, where your role as a Financial Services Administrator will be pivotal in enhancing client relationships and streamlining operations. With a strong emphasis on employee growth, you will benefit from long-term progression opportunities and support towards industry qualifications, all within a collaborative work culture that values organisation and client-centric service.
