New Business Administrator – Financial Planning - Bristol
A well-established and growing wealth management firm is seeking an experienced New Business Administrator to join its financial planning team.
This role focuses on new business processing, supporting advisers and paraplanners with the implementation of client recommendations and ensuring applications progress smoothly through to completion.
Key responsibilities
* Processing new business applications across pensions, investments and protection
* Issuing simple suitability letters and client documentation
* Submitting, tracking and chasing applications with providers
* Updating CRM systems and maintaining accurate client records
* Liaising with advisers, paraplanners, clients and product providers
What they’re looking for
* Previous experience in financial planning or IFA administration
* Strong understanding of new business processes
* Good product knowledge across pensions and investments (protection desirable)
* Highly organised with strong attention to detail
* Studying towards, or open to studying towards, professional exams
Salary
Competitive up to 32k, dependent on experience
Benefits include
* Group Life Cover and Group Income Protection (from day one)
* Private Medical Insurance, Health Cash Plan and Cycle to Work scheme (after probation)
* Employer pension contribution up to 5%
* 25 days annual leave plus bank holidays
* Birthday leave and charity/community day
* Increasing holiday with service
Working hours
Monday to Friday, 9:00am – 5:30pm (1 day from home)
Apply today
to be considered for this opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
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