Job Description:

Job information Central Operations Administrator - Financial Planning from the Company atomos, this latest Central Operations Administrator - Financial Planning job vacancy is located in the city Hybrid work in Bristol BS located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Central field have been opened and published up to the specified time.

Job Responsibility:

6mth Fixed Term Contract which could lead to a permanent opportunity

Career

You are a graduate who has had a taste of Financial Planning, either in summer jobs or a placement year. In honesty, this role is skilled administration, but we see it as a springboard to a career in Financial Planning.

Internally called "Central Operations Administrator" you will learn our business from the ground up (learning by doing). When we get good early careers talent we expect them to pay their dues then outgrow their roles within 1-2yrs. Admin is our entry point, not your goal.

About the role

You will support our Financial Planner's, clients, paraplanners and other local Hub teams with administration needs. Day to day tasks include producing valuations, processing letters of authority, liaising with providers and keeping our CRM system up to date.

This job is admin heavy, but in learning admin you will learn our firm from the ground up and use this to move through a financial planning career path.

Accountabilities

• Administrative support to Admin Hubs throughout the UK.
• Maintain client records using our CRM system.
• Support Financial Planners with annual client reviews, by preparing client valuations.
• Support Financial Planners preparing letters of engagement.
• Liaise with internal and external contacts and clients by phone and e-mail.
• Where guided, implement company updates on relevant products for legislative and technical changes.

Skills and Experience

• Ideally you have some experience working within an IFA firm or similar.
• Strong administrative skills.
• Working knowledge of XPlan or Intelligent Office or other financial services database/CRM is desirable (full training provided).
• Intermediate Excel skills - V:lookups, Pivot tables.
• Comfortable answering questions on the phone.
• Excellent prioritisation skills to meet, if not exceed, deadlines.
• A desire to be great at what you do!
• Graduate, ex apprentice, or early careers - you need to be smart and ambitious. Benefits

• Hybrid working - flexible office and home working balance
• Pension - 6% employer and 3% employee
• 26 days holiday plus bank holidays
• Private medical insurance
• 4 x Life assurance
• Group income protection
• Working anywhere for up to 4 weeks

The above is a guide and not exhaustive. We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.

Keywords : Bristol jobs

Closed Date : 2025-03-23