About

New Business Administrator – Financial Planning - BristolA 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 protectionIssuing simple suitability letters and client documentationSubmitting, tracking and chasing applications with providersUpdating CRM systems and maintaining accurate client recordsLiaising with advisers, paraplanners, clients and product provider.What they’re looking for:Previous experience in financial planning or IFA administrationStrong understanding of new business processesGood product knowledge across pensions and investments (protection desirable)Highly organised with strong attention to detailStudying towards, or open to studying towards, professional examsSalary: Competitive up to 32k, dependent on experienceBenefits 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 holidaysBirthday leave and charity/community dayIncreasing holiday with serviceWorking 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 w