We are currently working with a National Wealth Management organisation to recruit a Product & Estate Planning Administrator to join their growing team based in the centre of Bristol. Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for a Product and Estate Planning Administrator to join the overall Product team.
The role will be to provide fist class support to the firms Financial Planners and clients. This role is also responsible for proactively assisting clients with an estate planning service, handling enquiries from clients in relation to their wills and estate planning and referring matters to the Company's appointed external solicitor.
You will be a confident individual that is comfortable working in busy environments, you will have experience working in Financial Services or will be an ambitious graduate that is looking to get into the industry.
This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain relevant market exams.