modern approach

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Financial Planning Administrator, Westbury on Trym, Bristol

Location: Westbury on Trym, Bristol

Salary: £25,000 - £27,500

Type: Permanent

Category: Administration, support & operational

Ref: SW/2526

Are you an experienced Financial Planning Administrator with a wealth of FS industry experience looking for the chance to join a well-respected Chartered Financial Planning business?

Based in Westbury-on-Trym, Bristol. The company have two offices, based in Bristol and Liphook, and specialise in Investment, Pension and Later Life planning for predominantly a more mature client-base.

They offer a relaxed, open, and friendly working environment with a casual dress policy too; you’ll play a key administrative role in the overall advice process for clients. They also offer occasional flexibility to work from home.

You’ll be part of a friendly, long serving, close-knit team of 5 administrators, assisting and supporting three Financial Planners.


Your role: 

  • Enter client details onto client management databases
  • Prepare client files for meetings in accordance with compliance standards
  • Carry out appropriate money laundering checks (training will be given)
  • Input new business data to client management databases (training will be given)
  • Monitor case progress and chase any outstanding requirements
  • Monitor timely receipt of provider correspondence
  • Check the documentation and add to client management system
  • Ensure documentation is forwarded to clients quickly and efficiently
  • Ensure all clients have annual review dates on the client management database
  • Process incoming mail and update client management database accordingly
  • First point of contact for answering telephone
  • Open communication with team and advisers.


Your attributes: 

  • Friendly, people person who can smile on the phone!
  • Highly organised with good attention to detail and accuracy
  • Excellent oral and written communication skills
  • As part of a small growing business, the ability to adapt to changes is essential.
  • Able to work as part of a small team but must be able to work on your own initiative
  • Ability to stay calm under pressure



Your experience and qualifications: 

  • A good understanding of the financial planning process
  • Excellent IT skills including experience of using databases (ideally Intelligent Office CRM system)
  • Minimum of 5 GCSE’s grade C & above including English & Maths – further education advantageous
  • Ideally, the Certificate in Financial Planning or part Level 4 qualified with the willingness to develop.


What’s in it for you? 

  • Salary range of £25,000 - £27,500
  • Pension
  • Potential for a discretionary bonus
  • Bonus and reimbursement of course material on the successful pass of any CII exams.
  • Full training and support will be given.
  • 35 hours per week with flexibility to work hours agreed with your line manager
  • Occasional flexibility to work from home
  • Casual dress
  • 25 days holiday + 8 bank holidays.

Next steps:

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 your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further. 

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What others say...

I can only say great things about Jess and everyone at Sandringham Wood, they provided a great service and all for free. They go out of their way to ensure you find your dream job and will guide you through the process from application...

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

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
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