Financial Planning Administrator

My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.

This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.

Specific Duties Include:

• Preparing relevant paperwork for client meetings.
• Submitting online applications.
• Processing business and submit to providers.
• Dealing with client queries.
• Collating research for recommendation.
• Using quotation systems for Mortgage, Protection, Investment products.
• Produce suitability letters and reports requested by the Adviser.
• O&M research.
• Buy / sell upon client / adviser instruction.
• Handling of Deaths – Wills/Executors etc.

The Candidate:

• The ideal candidate will have previous experience in financial planning, however those with administration experience from other areas of financial services and a desire to move into financial planning will also be considered as full training can be provided.

Salary Information:

• Up to £30,000 depending on experience.
• 21 days holiday
• 5% pension
• 4 x DIS

Contact:

Karen Cummins

Reference: KC/103329

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 for 6 months, 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.