Administrator - Independent Financial Services sector

4 weeks ago


Bristol, United Kingdom CMD Recruitment Full time
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

  • 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 you!My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join...


  • 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 you!My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join...


  • Bristol, United Kingdom CMD Recruitment Full time

    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...


  • Bristol, United Kingdom CMD Recruitment Full time

    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...


  • 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 you!My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join...


  • Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000

    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...


  • Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000

    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...


  • Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000

    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...


  • Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000

    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...

  • 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...

  • 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...

  • 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...

  • 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...


  • 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...


  • Bristol, United Kingdom mbf Full time

    Mbf are working with a national financial planning organisation in the heart of Bristol to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in Bristol, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. This will be a hands on and busy...


  • Bristol, United Kingdom mbf Full time

    Mbf are working with a national financial planning organisation in the heart of Bristol to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in Bristol, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.This will be a hands on and busy...


  • Bristol, United Kingdom mbf Full time

    Mbf are working with a national financial planning organisation in the heart of Bristol to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in Bristol, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. This will be a hands on and busy...


  • Bristol, United Kingdom Recruit UK Full time

    **Job Title: Administrator** **Industry: Financial Services** **Location: Bristol** **Salary: £20,000- £25,000** **Job reference: 8619** Looking to kickstart your career? Recruit UK are working with a wealth management firm on the outskirts of Bristol who are looking to bring on an Administrator. If you are looking for a long-term career in financial...


  • Bristol, United Kingdom Recruit UK Full time

    **Job Title: Administrator** **Industry: Financial Services** **Location: Bristol** **Salary: £25,000 - £30,000** **Job reference: 8619** Do you have experience working as an Administrator for a Wealth Management or IFA firm? Do you have WRAP platform experience? Recruit UK is working on an opportunity for an IFA Administrator to join one of the...


  • Bristol, United Kingdom BRUIN Financial Full time

    Permanent - 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...