modern approach

traditional values


Financial Planning Administrator

Location: Bristol

Salary: £18,000 - £22,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2382

We’re delighted to be working with Brunel Capital Partners to assist them in finding a Financial Planning Administrator for their technical administration team.

This successful, very reputable, independent financial planning company would offer you a fantastic working environment, with a real emphasis on ‘team work’ and ‘client service’.  They have a very smart and spacious office in central Bristol that can easily be reached by both car and public transport. 

Within this financial planning administrator role you’ll be given a great opportunity to build your skills and experience for a future career as a Paraplanner or Intelliflo Super User.

 

The role will see you:

  • Processing and managing new business, tracking through to completion
  • Liaising with product providers and other relevant third parties
  • Assisting the technical analysts with the preparation of information and documentation for client meetings, planning and research
  • Ensuring that any business conducted is done in a compliant manner
  • Contributing to the smooth running of the technical administrative function within the business.

As a Financial Planning Administrator you'll have: 

  • Relevant financial planning/new business processing administration experience gained within the financial services industry
  • Good knowledge of financial services products; pensions, investments and protection
  • Working knowledge of Wrap Platforms and CRM databases
  • Excellent communication skills, enthusiasm and the ability to form very good relationships with both clients and colleagues
  • A real can-do attitude and the desire to work for a firm who put the client at the forefront of all they do
  • The ability to work to high levels of accuracy and detail
  • A minimum of Grade C GCSE (Maths and English Language)
  • A keenness to develop your own skills, ideally you’ll be working towards the Level 4 Diploma in Financial Planning and full support will be provided to enable you to achieve this.

Salary:

Up to £22,000 (depending upon skills, knowledge, experience and professional qualifications) plus an attractive bonus scheme and benefits.

Next steps:

If you apply for this position, we thank you for taking the time to do so; all applications are read thoroughly. If you do not receive a response from us within 2-3 working days it will be because your application, on this occasion, has not been successful. 

Please note all third party applications will be forwarded to Sandringham Wood.

 

blog icon

Our latest blog...

Let’s Trash the Bashing and focus on what we do well. You in?

Let’s Trash the Bashing and focus on what we do well. You in?

Jessica Wood
14 March 2016

Fundamentally, recruitment is a ‘people-business’ and we don’t forget that it’s people that make a business. So, when I see the amount of vitriol aimed at recruiters on sites like LinkedIn it does sadden me. I don’t know of many other industries where so much ‘hate’ appears to be expressed so publicly. There is good and bad, I’m sure, in every industry. You’ve got...

read more >>

Follow us on Twitter

Latest tweets

Follow us: @SandringhamWd

What others say...

Once again, thank you for your help and your phone calls etc, you have been a huge breath of fresh air in comparison to a lot of the other guys that I have dealt with in your field. If you don't mind, I'd like to stay in touch; it...


Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

Sandringham Wood is a member of the Recruitment and Employment Confederation

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

© Sandringham Wood Recruitment Ltd 2015 - 2017

Website design by Ammatti