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Administrator - Independent Financial Services sector

3 months ago

Bristol, Bristol, United Kingdom CMD Recruitment Full time
Administrator
  • 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 youMy 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.
ResponsibilitiesSubmit applications to providersPrepare paperwork for client meetingsUpdate the inhouse CRM systemLiaise with providers by phone and emailLiaise with clients by phone and emailUsing the quotation system for in-house servicesProvide Advisors with template letters for completionSubmit online applicationsProducing reportsPerson SpecificationPrevious experience within a similar role is essentialAbility to manage own time and take initiative to search out solutionsExcellent communication skillsGood computer knowledge and ability to work with Microsoft Word and ExcelAbility 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