Financial Planning Administrator
Exchange Street Claims & Financial Services
Posted 16 hours ago, valid for a month
Bristol, City of Bristol BS1 6PW, England
Full Time
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Sonic Summary
- The firm is an award-winning financial planning practice that values remote working, indicating their trust in staff and commitment to hiring the best talent.
- The position offers a salary of up to ÂŁ31,000, along with a performance-related bonus of up to 10%, 25 days of holiday, and a 7% pension contribution.
- Candidates are required to have a minimum of 3 years of experience as an administrator in a financial planning practice, either IFA or restricted.
- The role involves being the first point of contact for new clients, preparing planners for meetings, onboarding clients, and processing new business.
- Ideal candidates should possess self-starting qualities and see their career as more than just a job, with the ability to work remotely and attend quarterly meet-ups in the South West of England.