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Financial Planning Support

  • Salary: £25000 - £33000 per annum + Pension, Parking on Site
  • Location: Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    10 Jul 2018
  • Job reference: 31205

My client is looking for an experienced Adviser Support to join their busy office in Bristol. The role requires a professional who will lead by example, be prepared to challenge and improve processes and systems and have a desire to help others succeed while always ensuring positive client outcomes.
The individual will be highly organised, have proven ability in managing a large pipeline of new and existing client interactions, while also retaining focus on accuracy.

The role:

  • Ensuring all client data and work requests are entered in CRM and maintained timely and accurately with a focus on "right first time, every time"
  • Ensure visibility of pipeline progression through to completion
  • Ensuring all client facing communications and documentation are recorded and issued professionally, accurately and timely
  • Pro-actively embed the company's TCS culture through your day to day conduct and help promote this throughout the business
  • Demonstrate a willingness and desire to embrace change and drive forward any agreed developments
  • Actively manage your own personal development to keep on top of industry changes
  • Approach your work with a positive attitude; ensuring any challenges are viewed constructively and professionally
  • Ensuring financial transactions are accurately completed and recorded within CRM in line with company procedures

To be successful you will need:

  • Experience in a pensions administration role; ideally in an advisory firm
  • Active understanding of regulatory and business requirements
  • Be detailed and accurate first time every time
  • Flexible and adaptable to change
  • Excellent standard of verbal communication, report writing and written communication
  • Understand how to act within the limits of their authority and know when to refer issues to line management as appropriate
  • Ability to work independently and as part of a team
  • Keen eye and attention to detail

If successful you will benefit from:

  • Basic salary up to £33,000
  • Pension contribution
  • Parking on site
  • 22 days holiday

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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