Financial Planning Administrator

My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.Specific Duties Include:Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers. Dealing with client queries.Collating research for recommendation. Using quotation systems for Mortgage, Protection, Investment products. Produce suitability letters and reports requested by the Adviser.OandM research. Buy / sell upon client / adviser instruction. Handling of Deaths - Wills/Executors etc. The Candidate:The ideal candidate will have previous experience in financial planning, however those with administration experience from other areas of financial services and a desire to move into financial planning will also be considered as full training can be provided.Salary Information:Up to £30,000 depending on experience.21 days holiday5% pension4 x DIS Contact:Karen CumminsReference: KC/103329Candidate Care:By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days ..... full job details .....