Client Administrator - Financial Planning - Bristol

Career
You prefer being busy and want to be part of an office where everyone knows your name. You have a grounding in Financial Planning administration and love delivering a great client experience. This is a fantastic growth opportunity for a career in Financial Planning in a fast-paced and friendly office with direct exposure to our Financial Planners.

About the role
You are crucial to every step of the client journey, from diary management and administrative support to client relationship building and case management. As the first point of contact for clients, you will become an expert on our products and providers. This role offers a unique opportunity to learn through one-on-one contact with a Financial Planner and their clients. Your role is not just support, it’s about building trust and delivering exceptional service at every touchpoint.

Accountabilities

• Liaise with 3^rd party providers and navigate provider platforms.


• Process new business applications.


• Co-ordinate Financial Planner’s diaries and arrange client meetings.


• Prepare documentation for client appointments and meetings e.g. annual review meeting packs.


• Respond to email enquiries and liaise directly with clients.


• Ensure all data entry is completed accurately and within specified timelines.

Skills and Experience

• Techy savvy with intermediate Excel skills - v:lookups and pivot tables.


• Experience in a similar administrative role, ideally within Financial Services.


• Knowledge of financial products: pensions, investments and protection is also an advantage.


• Good communication skills. Comfortable with numbers, and highly organised.


• Love it when you delight a client with great outcomes.


• Want to be part of a team that appreciates you – we know you as a person.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%


• 26 days holiday plus bank holidays


• Private Medical Insurance


• Life Assurance (4x)


• Group Income Protection


• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.