Financial Planning Administrator

Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Bristol

Salary: £30,000 - £35,000

Job Reference: 9446

Job Description:

Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals.

As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There are endless opportunities for personal growth and career development in this role, whether you want to stay in the back-office side of investments, or eventually become an adviser yourself!

Duties will include but not limited to:

· Liaise with clients and maintain ongoing relationships

· Manage the full administration process

· Understand client suitability requirements and support the IM

· Adhere to compliance regulations

· Support with the junior administrators

Benefits:

· Competitive salary of up to £35,000

· Hybrid working

· Excellent training and development

· 10% pension contribution

· 25 days holiday, rising to 30. +/- 5 days

· Clear progression routes

· Support with professional qualifications

· Bonus/commission scheme

· Attractive benefits package including private medical

Skills and experience required:

· Experience working in a similar position within Investment Management (essential)

· Desire to work in ethical investment management

· Strong communication and client facing experience

· Financial planning services

· Health & wellbeing programme

· Paid volunteer time

· Private dental insurance

· Private medical insurance

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bristol on a Financial Planning Administrator role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.