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Permanent

Financial Planning Administrator

Bristol
money-bag 28000.00-28000.00 Annual
3140717983
Posted 2 days ago

Experience within a Financial Planning / IFA environmentStrong administration backgroundHybrid role - min 1 day a week in the officeAn established, values-led financial planning firm is looking for a Financial Planning Administrator to support continued business growth. This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together. About You:Experience within a Financial Planning / IFA environment is essential Strong administration backgroundOrganised, efficient and process-mindedConfident working closely with advisersCollaborative, approachable and supportiveOpen to improvement and positive changeThe Role:New business processing and adviser supportClient documentation and workflow managementSupporting operational improvements and team consistencyHelping improve communication, processes and efficiencyCompetitive salary, hybrid working, strong benefits and a supportive culture. If you''re an experienced professional within financial services looking, we''d love to hear from you. ..... full job details .....

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