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:
Senior Administrator, South Gloucestershire (BW-1619)
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:
Knowledge Required:
Main Skills Required:
In addition to a competitive salary, this employer provides the following staff benefits:
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