Location: Congresbury, Bristol
Salary: £27,000 - £33,000
Category: Administration, support & operational
Would you like to progress your financial services career in a position that will offer you the chance to work with a successful, well-regarded and progressive financial planning business?
We’ve partnered with a chartered financial planning firm, based in Congresbury, North Somerset in a lovely setting with free parking, to help them find a new Financial Planning Administrator. As well as providing private client financial planning, they also have specialist knowledge and vast experience in dealing with the financial challenges that someone may face as result of a personal injury, as well as later-life financial care, where their clients seek bespoke advice on the best financial strategy to help them enjoy their retirement years.
We’re looking for an experienced individual, with a strong understanding of the overall financial planning process, to work cohesively with their Financial Planners; you’ll work closely with them to assist in all areas of pre-advice i.e. preparing for client meetings, obtaining valuations and illustrations as well preparing & implementing recommendations to include producing suitability letters.
Other areas of responsibility will include new business processing, and ongoing client servicing administration.
Ideally, you’ll have gained similar experience within a firm of independent financial planners and have hold the Certificate in Financial Planning or Level 4 Diploma in Financial Planning.
Salary range: £27,000 - £33,000 plus good benefits including Pension, Life Cover and PHI
A degree of flexibility with regard to working hours
If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; we can then discuss this is more detail and ascertain if you’d like to be presented for the opportunity.
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