My client are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce. The Role: To support the Financial Planners and Paraplanners with day-to-day administrative tasks including: Processing letters of authority. Compile enclosures for reports such as illustrations, key features and applications and send out client correspondence as needed Request quotations on-line through various provider systems, as well as telephone and email. Liaison with providers, third parties and clients (via email, letter or telephone). Process switches, transfers, withdrawals and retirement benefits (including income drawdown) using all provider platforms. Process new business from proposal to policy document stage. Request investment valuations. Write post review letters. This is an office-based role. The Candidate: The successful candidate will have previous experience working within the Financial Services sector, (ideally within a Financial Planning practice) and be familiar...