Financial Planning Administrator- North Bristol
Salary
up to 25k
Location
Job Type
Full Time
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We are working closely with a financial planning firm in north Bristol who are looking to expand their back-office support team.
They are actively looking to take on a Financial planning administrator to join their administration team
You will be working within an administration team working closely with the paraplanning team and advisers of the business to ensure the best professional service is provided to the clients.
Your main focus will be to process all pre and post sales administration tasks.
You will act as a point of contact and deal with any queries from the clients and platform providers. As you will be a point of contact you will be expected to be professional and build a relationship with the clients.
The ideal candidate will have experience of Standard Life Platform with Elevate and Trasact system experience.
A competitive salary of up to £25k is on offer along with free parking and other benefits!
For more information please contact Recruit UK on 01179170416 or email [email protected]. Quote reference 12447
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.