Financial Planning Adminisrator

  • Location

    Bristol

  • Sector:

    Financial Planning, Financial Services

  • Job type:

    Permanent

  • Salary:

    £23,000-£26,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    about 1 month ago

  • Expiry date:

    2021-06-10

  • Consultant:

    ConsultantDrop

MB Fitzgerald are currently working with one of the UKs most successful Financial Planning organisations who are looking to add to their existing support team. The company are well established, have a national presence and work at the very top end of the market. They are keen to add an experienced Financial Planning Administrator who can help them continue to provide a first-class service to their clients.

Candidates must be experienced Administrators from a financial planning background. You should have experience in supporting whole of market IFA's who deal with Pensions, Investments, Protection etc. Candidates who have studied towards professional qualifications will be preferred but this is not essential

You will be responsible for; Processing New Business, liaising with providers, valuations, LOA's, preparing client meeting packs, maintaining the client database, answering client queries etc.

On offer is an excellent opportunity to join a busy firm of Financial Planners who are as busy as ever following the pandemic. They are keen to continue their growth plans and will support the candidate towards studies for professional qualifications and progression in their career.