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Senior Administrator, South Gloucestershire (BW-1619)

£24000 - £26000 plus benefits

We are pleased to be working with this local financial planning firm as they continue to grow.

They have an opportunity for an experienced Administrator to join the business where an Administrator, Paraplanner and Adviser act as one team to support that Advisers clients.

The Role

Responsible for:

  • Obtaining the relevant paperwork or applications required to implement the proposed recommendations, including illustrations
  • For submitting the relevant applications and ensuring that the recommendations and successfully implemented
  • Working with the Financial Planner to ensure client meetings are arranged as they fall due and preparing valuations and other items required by the 
  • Financial Planner for their meeting.
  • Initial Research & Analysis of Existing Arrangements

Knowledge Required:

  • Min. 1 to 2 years industry experience, ideally from within a Wealth Management business
  • Technical knowledge and experience relating to financial products, services and regulations
  • Good understanding of compliance procedures and standards including your responsibilities in relation to these
  • Good understanding and knowledge of company back office procedures and IT systems
  • Good knowledge and understanding of new business processes, procedures and documentation

Main Skills Required:

  • Good customer service/relationship management
  • Good time management and organisation
  • Attention to Detail
  • Excellent communication (written and verbal)
  • Problem solving
  • Effective relationship management
  • Proactive and confident approach

In addition to a competitive salary, this employer provides the following staff benefits:

  • 28 days holiday plus bank holidays
  • Private Health Insurance
  • Private Medical Cover
  • Workplcae pension with a 5% employer contribution
  • Bonus depending on the firm's profits



South Gloucestershire
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: