Financial planner Work, Jobs in Longwell Green, Bst (with Salaries)

Financial Planning Administrator
Octagon Consultancy Ltd —Bristol
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Health & wellbeing programme
- Work from home
Quick apply
10d
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Financial Planner
Partnership Recruitment —Sandford
- Business development
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Mentoring
- Communication skills
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Writing skills
- Presentation skills
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- Communication skills
Senior Paraplanner
Star House Financial Services —Chew Magna
- £38,000 - £50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- IT
- Annual leave
- Life insurance
Quick apply
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills

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Financial Planning Administrator
Octagon Consultancy Ltd —Bristol
Hybrid working arrangement (3 days in office, 2 at home after probation period). Study support for professional qualifications, 2 days paid study leave per exam…
£28,000 - £35,000 a year
Quick apply
10d
Financial Planner
Quilter —Bristol
This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being…

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Financial Planning Administrator

Octagon Consultancy Ltd
Bristol

Quick apply

Job details

Permanent | Full-time
£28,000 - £35,000 a year
10 days ago

Benefits

Health & wellbeing programme
Cycle to work scheme
Company pension
Work from home
Employee assistance programme
Pay rise
Life insurance
Sick pay

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Financial planning
Client engagement
Stakeholder liaison
Microsoft Office Suite
Relationship management

Full job description

A successful firm of Chartered Financial Planners are seeking an experienced Financial Planning Administrator to work with our Paraplanners & Financial Planners.

We’re based in Clifton, close to Whiteladies Road, in recently renovated offices offering a great open-plan team working space, with facilities that include a fully equipped kitchen, a team break-out room, and an outside area to enjoy when the sun shines; also, somewhere to park a bike if you like to cycle to work.

You’ll work with experienced Financial Planners who have built a long-standing, loyal client-base of mainly business-owners & entrepreneurs.

We’re looking for someone who enjoys working within, and wants to make an impact in a small-medium sized business. You’ll be self-motivated, highly organised and process driven. A key part of your role will be to provide our clients with an exceptional level of service, developing and maintaining client relationships, whilst continually seeking to improve the overall client experience.

What will your day look like?

· Working closely with our Paraplanners.

· Preparing applications forms and associated paperwork for the advice process.

· Onboarding new clients and processing new business.

· Liaising with product providers, DFMs and other associated third parties.

· Handling client enquiries, via phone/email etc.

· Processing LOAs and policy information gathering.

· Maintaining accurate client records.

· Processing clients’ requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches.

We welcome applications from those who:

· Have gained administrative experience within an IFA/Financial Planning firm or a financial services platform company.

· Are competent in the use of Microsoft Office including Word, Excel, Outlook, and PowerPoint and Industry Platforms such as Transact, Fusion etc.

· Are organised, pro-active and able to deliver to meet deadlines.

· Have a keen eye for detail together with a process driven approach.

· Confidently communicate, both in verbal and written form.

· Can work independently, yet also contribute well within a team.

· Have a minimum of 4 GCSEs Grade C or above, including Maths and English.

· Ideally have experience of using Enable back-office system/CRM – this would be advantageous, although not essential as full training will be provided.

Salary: £28,000-£35,000 per annum (dependent on experience) + annual bonus

Hours: Full-time; Monday-Friday 9.00 am-5.30 pm or 8.30 am to 5.00 pm (1 hour lunch)

What’s in it for you:

Hybrid working arrangement (3 days in office, 2 at home after probation period)
Discretionary annual bonus
Individual Pension matched with employer contribution up to a maximum of 5%
Life Assurance
Group Income Protection
Employee Assistance Programme
25 days holiday + Public Holidays (rising to a maximum of 30 days with length of service)
Study support for professional qualifications, 2 days paid study leave per exam, and salary increase upon exam passes.

Job Types: Full-time, Permanent

Pay: £28,000.00-£35,000.00 per year

Benefits:

Company pension
Health & wellbeing programme
Life insurance
Sick pay
Work from home

Work Location: Hybrid remote in Bristol BS8 2SY

Quick apply

Refine Your Search

financial planner jobs in longwell green, bst

Financial Planning Administrator

Financial Planner

Financial Planner

Client Administrator Team Leader - Financial Planning - Bristol

Wealth Paraplanner

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Client Administrator - Bristol

Senior Paraplanner

Associate Director Financial Planning

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