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16 days ago
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Financial Planning Administrator


Additional Resources Ltd
Salary: £19000 - £21000 Per Annum
Location: Weston-super-Mare
Job type: Permanent
Contact: Muriel
Category: Finance Office Jobs
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Financial Planning Administrator - Weston-super-Mare

Salary: £19-21k

Our Client is looking for an experienced administrator to join our Financial Planning department within the Client review unit. You will be responsible for providing accurate valuation reports based on client portfolios in preparation for consultant meetings and ensuring that all information is entered on our Client Database system.

The successful candidate will have the following experience, skills and attributes:

• Client Care and Service focused including excellent telephone manner
• Good communication skills and the ability to work within a team
• The initiative to organise and prioritise your own workload
• Previous experience of using Intelligent Office client database/back office system
• Previous experience in a similar role
• Good level of IT skills including Microsoft Office
• Great numerical / mathematical skills


In return our client offers a fantastic place to work in the South West with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

Financial Planning Administrator - Weston-super-Mare

Salary: £19-21k

Our Client is looking for an experienced administrator to join our Financial Planning department within the Client review unit. You will be responsible for providing accurate valuation reports based on client portfolios in preparation for consultant meetings and ensuring that all information is entered on our Client Database system.

The successful candidate will have the following experience, skills and attributes:

• Client Care and Service focused including excellent telephone manner
• Good communication skills and the ability to work within a team
• The initiative to organise and prioritise your own workload
• Previous experience of using Intelligent Office client database/back office system
• Previous experience in a similar role
• Good level of IT skills including Microsoft Office
• Great numerical / mathematical skills


In return our client offers a fantastic place to work in the South West with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003


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