Financial Planning Administrator (Office-Based)

My client are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce.

The Role:

To support the Financial Planners and Paraplanners with day-to-day administrative tasks including:

• Processing letters of authority.
• Compiling enclosures for reports such as illustrations, key features and applications and send out client correspondence as needed.
• Request quotations online through various provider systems, as well as telephone and email.
• Liaison with providers, third parties and clients (via email, letter or telephone).
• Process switches, transfers, withdrawals and retirement benefits (including income drawdown) using all provider platforms.
• Process new business from proposal to policy document stage.
• Request investment valuations.
• Write post review letters.
• This is an office based role.

The Candidate:

• The successful candidate will have previous experience working within the Financial Services sector (ideally within a Financial Planning practice) and be familiar with FCA regulations.
• Experience using Intelligent Office would be advantageous.

Salary:

• Salary up to £30,000 depending on experience.

Contact:

Karen Cummins

Job Reference: KC/86903

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.