Hiring: Financial Planning Administrator in Bristol

Integrity365 is hiring an experienced financial planning Administrator in the Bristol area.

Due to a long standing employee venturing into a new career path, an exciting opportunity has arisen within Integrity365 for a talented IFA Administrator to join our team in Bristol.

Integrity365 is currently looking to expand our team of office-based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.

We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London.

Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.

At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.

We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.

Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.

Dependent on experience.

• A competitive package and benefits.
• A great team to work with!

If you’ve had at least three years’ experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please email a cover note and accompanying CV to communications@integrity365.co.uk