Job Description
Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol.
This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you'll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm's high standards of service.
Duties:
Preparing and processing paperwork for client meetings and applications
Submitting business online and liaising with providers to ensure timely progress
Managing client communications by phone and email, handling non-advice queries
Collating research for recommendations and producing product quotations
Maintaining and updating client records on the back-office system (Intelligent Office)
Assisting with death claims and liaising with executors where required
Producing management information (MI) reports for advisers
Ensuring compliance with FCA guidelines and company procedures
What's on offer:
Salary: £25,000 - £30,000 (higher for experienced candidates)
4 days in the office, 1 day working from home (office based initially)
21 days' annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days' total leave per year)
Exam funding & professional development support
Free parking
4x Death in Service & Critical Illness Cover
Workplace pension 5%
About you:
Previous experience in administration (financial services experience)
Excellent attention to detail and organisational skills
Strong written and verbal communication skills
Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office)
A proactive, can-do attitude with the ability to manage your own workload
Professional, reliable, and committed to delivering excellent client service
This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial service
