Financial Services Administrator

The Role

Our professional services client is looking for a Financial Planning Administrator to join their team in Weston-Super-Mare.

You will be joining a supportive and collaborative team, with flexible hybrid working on offer.

The salary is circa £25,000 - £30,000 per annum (depending on experience). Working hours are Monday - Friday 36.25 hours per week.

Fantastic benefits include:

- Flexible and hybrid or office working available
- Annual salary review
- Opportunities for professional development and career growth
- Annual salary review
- Death in service 3 x annual salary.
- Access to Rewards and Health scheme.
- 24-hour external Employee Assistance Programme helpline
- Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
- Introducing clients and staff commission schemes.
- Pension 3% rising to 4% (but matched up to 6%) after 4 years' service.
- Enhanced Maternity and Paternity pay after one years' service.

The role

As a financial planning administrator your role will be pivotal to the company's success by collaborating with Financial Planners to manage client relationships, work as a team, administer client files and liaise with product providers.

Key duties will include:
- Building meaningful relationships with clients
- Creating and maintaining client records with the client's office system
- Interact with product providers and internal teams to implement financial planning advice
- Work in partnership with Financial Planners to deliver exceptional client service
- Ensure compliance with regulatory standards and industry best practices

We are looking for:

- Proven experience as an administrator within financial services
- Confident communication skills, and strong attention to detail
- Knowledge of financial planning software and regulatory requirements
- Experience of delivering outstanding customer service


Contact Lucy at the Bristol Commercial branch for any questions!