Administrator - Independent Financial Services sector

6 days ago


Bristol, Bristol, United Kingdom CMD Recruitment Full time

Join Our Team as Administrator in the Financial Services Sector

Salary: £24,000pa - £28,000pa

Location: Bristol (Office-based)

Employment Type: Full-time, Permanent

Are 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, is in search of a skilled Administrator to become part of their Bristol team. In this role, you will collaborate with the team to deliver administrative assistance to Financial Advisors and serve as a primary point of contact for clients, addressing their inquiries promptly.

Key Responsibilities

  • Submit applications to service providers
  • Organize documentation for client meetings
  • Update the in-house CRM system
  • Engage with providers via phone and email
  • Communicate with clients via phone and email
  • Utilize the in-house quotation system for services
  • Assist Advisors with template letters completion
  • Process online applications
  • Generate reports

Essential Skills

  • Prior experience in a similar role is a must
  • Demonstrated ability to manage time effectively and proactively find solutions
  • Strong communication skills
  • Proficiency in Microsoft Word and Excel
  • Capability to establish good rapport with clients

Working hours for this position are Monday to Friday from 8:30 am to 4:30 pm, and it is exclusively office-based. If you prefer hybrid arrangements, this role may not be the right fit for you.

We aim to contact successful candidates within 7 business days of receiving their applications. If you do not receive any communication within this timeframe, please consider your application unsuccessful.



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