Wealth Services Administrator

***Job Purpose To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.Key ResponsibilitiesSupporting Client Management & Administration Significant contribution to...

Position: Administrative Assistant at Wealth Management BusinessAn exciting opportunity has opened for an Administrative Assistant to join our growing and esteemed Wealth Management Business on a 12-month FTC basis. The role is hybrid, working from the office 3-days a week. We are specifically looking for candidates located in or near Bristol.The position is...

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The...

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...

Description: Mercer Marsh Benefits – Bristol Mercer Marsh Benefits (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in countries, our team of...

Mbf recruitment are working with a prestigious Wealth Management institution who are seeking to recruit an Investment Administrator. Our client is one of the most successful Investment Management organisations in the UK, they work at the very top end ofthe industry and have an excellent reputation.Working out of their busy Bristol office, you will work...

Mercer Marsh Benefits – BristolMercer Marsh Benefits TM (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in 135 countries, our team of specialists...

CareerYou are experienced and looking for a contract role. Perhaps the kind of place that could extend after 6mths, or maybe you work 6mths, take some time off and get re-engaged by us later on.We're a growing wealth management firm with opportunities and this role is to support a peak in our workload.About the roleLocated in Bristol you will be joining our...

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...

An excellent Client Service Executive role with outstanding progression Permanent role within Wealth and Investment, offering up to £35,000About Our Client:Our client is a UK leading Wealth and Investment management firm, with this team's values based around ethical and sustainable investment. They are now looking for a Client Service Executive to join...

**Administrative AssistantLocation: Bristol, BS32Salary: Highly CompetitiveHours: Part Time hours per week, Flexible)**Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function?You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc. The company...

BMW Bristol are looking for an experienced Service Administrator to join the team and support the daily function of the Service department.This is an administration role with a difference as you will be working with a busy and successful workshop to ensure that all administration is dealt with quickly, efficiently, accurately and proactively.If you are...

Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Bristol.Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first-class client service.This role will require applicants to build and maintain relationships with...

BMW Swindon are looking for an experienced Service Administrator to join the team and support the daily function of the Service department.This is an administration role with a difference as you will be working with a busy and successful workshop to ensure that all administration is dealt with quickly, efficiently, accurately and proactively.If you are...

We are currently looking for an experienced IFA Administrator to join our clients, an established wealth management firm in the Bristol area. This has prime responsibilities for the provision of administration services to the company. This role will be supportingone of our experienced Advisers, where you will provide one-to-one support.Working hours of anIFA...

Temporary Database Administrator, Excel, 3 months +, Bristol £31,393Our client are an energy company who play a vital role in connecting nearly 8 million customers to the energy they use. It has never been a more exciting time to work in energy and you can be proud to join a company who work to ensure everyone can have clean,affordable energy, well into the...

Excellent Administration Assistant role with exceptional progression in Bristol A permanent job in Financial Services, offering up to £26,000About Our Client:Our client is a UK leading Wealth and Investment management firm, with this team's values based around ethical and sustainable investment. They are now looking for a Administration Assistant to join...

**About the roleMercedes Benz Bristol is looking to recruit a Service Administrator to join their fantastic Aftersales Department.This role is a critical part of the running of a successful Service Department, you will support both the Service Manager and Service Advisors to ensure customers receive the best service.Working as a Sytner Service Administrator...

About The Role:Service Administrator (UKE)**Nisbets Group has an great opportunity for a Service Administrator. As our Service Administrator, you will be key to ensuring our customers receive a best-in-class service by taking ownership for allocated accounts. You will get to work with a very collaborative and supportive team, who really do live and breath...

Description & RequirementsBe part of something greatMaximus is a global organisation that specialises in providing health and employment services to millions of people every year. Here in the UK we employ around 5,000 people across the country to deliver services that have a profound impact on people's lives. From assessments and health services to...