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- Location: Bristol / Bradley Stoke - 3 days home working and 2 days office, flexible working hoursÂ
- Job Type: Full-time
Join one of the fastest-growing financial planning firms in the South West. As a Senior Administrator, you will be part of a close-knit team where professional development and personal wellbeing are paramount. We value excellence, empowerment, integrity, and collaboration and seek like-minded individuals who can adapt quickly to change while fully embracing our vision and values.
Day-to-day of the role:- Obtain the necessary paperwork or applications required to implement proposed recommendations, including illustrations.
- Submit the relevant applications and ensure that the recommendations are successfully implemented.
- Work closely with the Financial Planner to arrange client meetings as they fall due and prepare valuations and other required items for these meetings.
- Conduct initial research and analysis of existing arrangements.
- 1 to 2 years of industry experience.as a minimum
- Technical knowledge and experience relating to financial products, services, and regulations.
- Good understanding of compliance procedures and standards, including responsibilities related to these.
- Familiarity with company back office procedures and IT systems.
- Knowledge of new business processes, procedures, and documentation.
- Excellent customer service and relationship management skills.
- Strong time management and organisational skills.
- Keen attention to detail.
- Effective communication skills, both written and verbal.
- Problem-solving abilities.
- Proactive approach to learning.
- Opportunity to work in a dynamic and supportive environment.
- Focus on professional development and personal wellbeing.
- Part of a growing company with a culture of excellence.
To apply for the Senior Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
