Financial Planning Administrator

  • Location

    Bristol, England

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £27000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2700_1607950813

  • Published:

    5 months ago

  • Expiry date:

    2021-01-13

  • Startdate:

    ASAP

  • Consultant:

    #

An exciting opportunity has become available for an experienced Financial Planning Administrator to join a local, award winning Wealth Management practice. They are looking to recruit an experienced office administrator who can take on some of the busy workload. The role will be responsible for processing new and existing business, manage and update databases, liaise with clients and third parties. The role will have an investment slant, you will also be responsible for placing investment trades and speaking with IM's.

You would be working with an experienced, helpful, fully supportive team, with the companies set up to enable you to develop your career.

The role would be perfect for someone with a couple of years Financial Planning or Investment Management experience who has a high level of attention to detail and accuracy, ideally educated to degree level although not essential.