Financial Administrator

  • Shortlist
Location BRIDGWATER
Salary £16,000 - £17,000 Per Annum
Type Permanent
Consultant Sandy Jones
Ref 48126

The opportunity for a Financial Planning Administrator to join one of the UK’s leading Wealth Management networks who provide a personal and bespoke financial planning service to high net worth clients in the heart of Somerset. 

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administrative support service to the successful Financial Planners of the business. You will be responsible for managing and maintaining the Advisers workloads, preparing review packs for client meetings, processing and submitting business and completing illustrations to name a few of the tasks you will undertake in this position. This is an excellent opportunity for someone looking to develop and progress their career further in an environment where on-going training and career development is supported and encouraged.

In addition, you will be provided with study support for CII qualifications and a competitive salary.

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

  • Previous experience within a Financial Planning practice
  • Experience with mortgages and protection is desirable
  • Knowledge of suitability report writing is beneficial for the role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired

What’s next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Suppor