Junior Financial Planning Administrator- Bristol Office
Salary
17k - 19k
Location
Bristol
Job Type
Full Time
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Are you a Financial Services Administrator who has a background of working in an Assurance company, Building society, Financial or IFA firm? Do you have a knowledge of Financial services and products?
The firm I am representing, is looking for a professional and highly organised individual, to join their team in Bristol as a Financial Planning Administrator. An established financial and pensions business, they provide a boutique service to trustees and employers, focusing on delivering a professional and tailored service, so this role would suit an administrator who really wants to become an integral and loyal part of a team that they can grow in.
The Financial Planning Administrator will;
- Provide assistance to team members and advisors.
- Drafting letters and writing emails.
- Maintaining and developing records.
- Preparation of valuations for investment portfolios.
- Co-ordinating the purchase and sale of investments.
- Assisting the advisors with client meeting preparation.
- Assistance with project work
- Carrying out basic taxation calculations.