Administrator - Independent Financial Services sector (Permanent)
3 weeks ago
Administrator - Financial Services Industry £24,000pa - £28,000pa Bristol - Office based Full time, Permanent Are you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reportsPerson Specification Previous experience within a similar role is essential Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30am - 4.30pm and is fully office based - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful
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Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £24,000pa - £28,000pa Bristol - Office based Full time, Permanent Are you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you! My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator...
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Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £24,000pa - £28,000pa Bristol - Office based Full time, Permanent Are you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you! My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator...
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Bristol, United Kingdom CMD Recruitment Full timeAdministrator - Financial Services Industry £24,000pa - £28,000pa Bristol - Office based Full time, Permanent Are you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you! My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator...
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Bristol, United Kingdom CMD Recruitment Full timeAdministrator - Financial Services Industry £24,000pa - £28,000pa Bristol - Office based Full time, Permanent Are you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you! My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator...
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Bristol, United Kingdom CMD Recruitment Full timeAdministrator - Financial Services Industry£24,000pa - £28,000paBristol - Office basedFull time, PermanentAre you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you!My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join...
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Bristol, United Kingdom CMD Recruitment Full timeAdministrator - Financial Services Industry£24,000pa - £28,000paBristol - Office basedFull time, PermanentAre you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you!My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join...
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Bristol, United Kingdom CMD Recruitment Full timeAdministrator - Financial Services Industry£24,000pa - £28,000paBristol - Office basedFull time, PermanentAre you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you!My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join...
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Bristol, United Kingdom CMD Recruitment Full timeAdministrator - Financial Services Industry£24,000pa - £28,000paBristol - Office basedFull time, PermanentAre you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you!My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join...
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Bristol, United Kingdom CMD Recruitment Full timeAdministrator - Financial Services Industry£24,000pa - £28,000paBristol - Office basedFull time, PermanentAre you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you!My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join...
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Ifa Administrator
2 months ago
Bristol, United Kingdom Independent Resourcing Consultancy Full time**IFA Administrator**: - Job Reference: 1458 - Date Posted: 26 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Bristol - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...
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Ifa Administrator
1 week ago
Bristol, United Kingdom Independent Resourcing Consultancy Full time**IFA Administrator**: - Job Reference: 1458 - Date Posted: 4 August 2023 - Recruiter: Independent Resourcing Consultancy - Location: Bristol - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...
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Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £Bristol - Office based Full time, Permanent Do you have experience within the financial services industry? My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide...
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Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £Bristol - Office based Full time, Permanent Do you have experience within the financial services industry? My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide...
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Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £Bristol - Office based Full time, Permanent Do you have experience within the financial services industry? My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide...
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Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £Bristol - Office based Full time, Permanent Do you have experience within the financial services industry? My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide...
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Senior Db Pension Administrator
5 days ago
Bristol, United Kingdom BRUIN Financial Full timePermanent - Bristol, **Ref**: 37312 Senior Pensions Administrator - £40k + Bonus Benefits We have a fantastic opportunity for a Senior Pensions Administrator to join a pensions solutions provider based in the Bristol. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role. The client...
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Senior Financial Administrator
1 week ago
Bristol, United Kingdom Recruit UK Full time**Job Title**:Business Administrator **Industry**:Financial Services **Location**:Bristol **Ref**: 7707 **Salary**:£23,000 - £26,000 Recruit UK are working on an excellent opportunity for a Business Administrator in Bristol to join an Independent Financial Advice firm. Our client is a medium sized firm in the centre of Bristol with a growing client...
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Financial Planner
2 weeks ago
Bristol, United Kingdom Hartsfield Financial Services Full time**Bristol Financial Planner Role.** Hartsfield is looking for a salaried Financial Planner to join our existing Bristol team. All new enquiries will have participated in a ‘right-fit’ conversation with our experienced Business Development team. Our offices (or Pods as we call them) are based across the South West and each pod consists of Financial...
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Financial Planner
2 weeks ago
Bristol, United Kingdom Hartsfield Financial Services Full time**Bristol Financial Planner Role.** Hartsfield is looking for a salaried Financial Planner to join our existing Bristol team. All new enquiries will have participated in a ‘right-fit’ conversation with our experienced Business Development team. Our offices (or Pods as we call them) are based across the South West and each pod consists of Financial...
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Financial Administrator
3 days ago
Bristol, United Kingdom Recruit UK Full time**Job Title**:Financial Administrator **Industry**:Wealth Management **Location**:Bristol City Centre **Salary**:£23,000 - £25,500 **Job reference: 8961** Recruit UK are proud to be working with an Investment House to bring in a Financial Administrator to join their Bristol office. Your role will include providing support to clients through being...
