Administrator

Job Title: Administrator

Location: Bristol (Pill)

Salary: Circa £30,000 (negotiable depending on experience)

Reference: 10477

Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol (Pill).

This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you’ll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm’s high standards of service.

Duties:

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• Preparing and processing paperwork for client meetings and applications
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• Submitting business online and liaising with providers to ensure timely progress
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• Managing client communications by phone and email, handling non-advice queries
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• Collating research for recommendations and producing product quotations
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• Maintaining and updating client records on the back-office system (Intelligent Office)
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• Assisting with death claims and liaising with executors where required
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• Producing management information (MI) reports for advisers
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• Ensuring compliance with FCA guidelines and company procedures
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What’s on offer:

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• Salary: Circa £30,000 (higher for experienced candidates)
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• Hybrid working: 4 days in the office, 1 day working from home
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• 21 days holiday (plus Christmas office closure and bank holidays, increases with service)
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• Exam funding & professional development support
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• Free parking
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• 4x Death in Service & Critical Illness Cover
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• Workplace pension 5%
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• Flexible hours (8:30-4:30 average)
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About you:

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• Previous experience in administration (financial services experience preferred)
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• Excellent attention to detail and organisational skills
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• Strong written and verbal communication skills
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• Confident using Microsoft Word, Excel, and CRM systems
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• A proactive, can-do attitude with the ability to manage your own workload
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• Professional, reliable, and committed to delivering excellent client service
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This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial services.