Administrator - Independent Financial Services sector (Permanent)

6 days 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 clientsWorking 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 workingSuccessful 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

  • Bristol, Bristol, United Kingdom CMD Recruitment Full time

    Join Our Team as Administrator in the Financial Services SectorSalary: £24,000pa - £28,000paLocation: Bristol (Office-based)Employment Type: Full-time, PermanentAre you a proactive Administrator with a background in financial services? If the answer is YES, we are eager to get to know you!Our client, a provider of Independent Financial Planning Services,...


  • Bristol, Bristol, United Kingdom CMD Recruitment Full time

    Administrator Financial Services Industry£24,000pa £28,000paBristolOffice 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...


  • Bristol, Bristol, United Kingdom PB Recruitment Consultants Full time

    A well-established multi-office, award winning, Financial Planning Practice, is currently seeking a forward thinking Employed Independent Financial Advisor to service an existing client bank and expand the client base moving forwardA very competitive negotiable package is available, with an uncapped bonus, an extremely comprehensive benefits package, a full...


  • Bristol, Bristol, United Kingdom Clever-HR Full time

    Financial Planning Administrator at North Somerset We have a fantastic opportunity with an independent Chartered firm of Financial Planners looking for an Administrator to join their dynamic team. It's a great chance to work closely with Financial Planners, Paraplanners, and other team members in a professional setting. Key ResponsibilitiesPrepare client...


  • Bristol, Bristol, United Kingdom MES Financial Services Limited Full time

    We're a Financial Services company, with a worldwide client base, and we pride ourselves on providing an exceptional level of service to our clients. As we continue to grow, we are looking for a confident and enthusiastic Client Services Associate to join our dedicated team. Role Overview: As a Client Services Associate in our SIPP Servicing Team, you will...


  • Bristol, Bristol, United Kingdom MES Financial Services Limited Full time

    We're a Financial Services company, with a worldwide client base, and we pride ourselves on providing an exceptional level of service to our clients. As we continue to grow, we are looking for a confident and enthusiastic Client Services Associate to join our dedicated team. Role Overview: As a Client Services Associate in our SIPP Servicing Team, you will...


  • Bristol, Bristol, United Kingdom Candid Full time

    Candid is Recruiting We are looking for Customer Service Adminstator to join our brand-new team. Candid is an innovative Insurtech business located in modern offices in Bristol UK and is part of the group, a pan European Insurtech unicorn. We have a great opportunity for someone looking to start their career in financial services administration.Benefits of...

  • Administrator

    6 days ago


    Bristol, Bristol, United Kingdom Resolve Recruitment Services Full time

    Administrator, BristolResolve Recruitment Services are working with the largest independent Electrical Distributors in the UK. Due to continued growth, an opportunity has arisen for an experienced Administrator to join their fast-paced Bristol branch on a part time basis to a be responsible for variety of administrative, logístical, and assistant-type...


  • Bristol, Bristol, United Kingdom Clark UK Full time

    Clark UK is an insuretech business based in Bristol. Part of a rapidly expanding pan European group with offices in Frankfurt, Berlin, Paris, Amsterdam, and Zurich. Collectively, the group has sales of over £100M in the UK and European territories. Clark UK operates several bespoke web assets focused on the provision of insurance services to UK mothers and...

  • Public Sector Audit

    6 days ago


    Bristol, Bristol, United Kingdom Grant Thornton LLP Full time

    Public Sector Audit 12 Month Placement Programme (Autumn Bristol Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 58,000 people in over 135 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. Personal, proactive, and agile. As a placement student in...

  • Administrator

    6 days ago


    Bristol, Bristol, United Kingdom red recruitment Full time

    Red Recruitment is recruiting an Administrator to join our client, who is a financial wellbeing and retirement specialist in the public sector. The main responsibilities of this role include preparing and issuing client review packs to advisors, undertaking CGT analysis, administering transactions and accurately inputting new information. This position is...


  • Bristol, Bristol, United Kingdom Options For Recruitment Full time £35,000 - £45,000

    Opportunity for Accountant with leading South West provider of Business ServicesAs Accountant, you will be responsible for serving a very wide client portfolio of Limited Companies, Sole Traders and Partnerships, with a significant portfolio of cases based in rural and agricultural industries. statutory and management accounts preparationpreparation of...


  • Bristol, Bristol, United Kingdom Exchange Street Full time

    Job Type: PermTown/City: South BristolCounty: SomersetSalary/Rate: To £35,000 + discretionary bonus + benefitsSector: Financial ServicesDiscipline: Sales Support/AdministrationJob ref: 523840It's not usually about money (but that comes into it) but about whether you feel heard. That your views matter. About whether you're trusted to get on your work without...


  • Bristol, Bristol, United Kingdom MIGSO-PCUBED Full time

    We place huge pride in building our community of great people from all backgrounds and disciplines, nurturing diversity of thought and better supporting our clients as a result. As a rapidly scaling organisation, nearly doubling in the last two years, we recognise our people are our greatest asset and are core to our business' continued growth ambition. As...


  • Bristol, Bristol, United Kingdom Capio Recruitment Full time

    Job Role:All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.Financial Planning Administrator (6 Month Contract)Salary:£34,000 to £38,000Location:BristolOur Client in an award winning national advice firm with a reputation as one of the industries best employers to work for.As...


  • Bristol, Bristol, United Kingdom The Guinness Partnership Full time

    About UsThe Guinness Partnership is one of the leading providers of affordable housing and care services in England. We build and manage homes and provide housing services for around 135,000 customers nationwide. Of our 65,000 homes, more than 70% are let at a social or affordable rent, while around 10,000 are owned or part-owned by the people who live in...


  • Bristol, Bristol, United Kingdom Bishop Fleming Full time

    Client Service AdministratorAbout the RoleWe're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients.This is a great opportunity for a self-starter who has a keen eye for detail and an interest in...


  • Bristol, Bristol, United Kingdom Griffin Technical Services Full time

    We are a well-established fire & security company working throughout the UK, looking for an enthusiastic and organised Graduate Project Administrator to join our team in Bristol BS1 Temple meads.Our core business is managing our client's fire and security compliance and safety for all of our client's buildings throughout the UK, from hospitals, to gyms, to...


  • Bristol, Bristol, United Kingdom Resolve Recruitment Services Full time

    Temporary Recruitment Administrator Stoke Bishop, Bristol, BS9Resolve Recruitment Services are a fast growing, independent recruitment agency based in Stoke Bishop/Sea Mills, Bristol. Formed only in 2014, we have grown considerably and now work across various markets across Bristol and the UK. Due to this growth, we now require a Recruitment Administrator to...

  • Ifa Administrator

    6 days ago


    Bristol, Bristol, United Kingdom The Progress Shed Full time

    The RoleWe have an exciting opportunity for an experienced IFA Administrator to join a highly respected independent financial firm. You will play a vital role in providing efficient administrative support to a team of independent financial advisers. Your exceptional organisational and time-management skills will be crucial to ensure that all tasks are...