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Senior Financial Planning Administrator
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Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionWe're seeking a highly motivated and experienced Senior Financial...
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Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionWe're seeking a highly motivated and experienced Senior Financial...
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Senior Administrator
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Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionJob Title: Senior Financial Planning AdministratorJob Summary: We're seeking an...
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Senior Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionJob Title: Senior Financial Planning AdministratorJob Summary: We're seeking an...
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Financial Services Administrator
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Financial Services Administrator
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Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. As an Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing...
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Senior Financial Planning Administrator
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Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.Job DescriptionWe're seeking a Senior Financial Planning Administrator to join...
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Senior Financial Planning Administrator
4 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.Job DescriptionWe're seeking a Senior Financial Planning Administrator to join...
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Administrative Support
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Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Robinson Financial Careers. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing...
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Financial Services Administrator
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Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis role as a Financial Services Administrator offers a chance to be part of a reputable, Chartered Financial Planning organization.You will be an integral member of the head office support team, collaborating with Paraplanners and fellow IFA Administrators to deliver exceptional assistance to the Chartered Financial Planners.As a Financial...
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Bristol, United Kingdom Grafton Court Wealth Management Ltd Full time €33,000 - €40,000Senior IFA Administrator (Home-Based but required to be within the Bristol area) Grafton Court Wealth Management Limited is an independent financial advice firm established in 2021. Our vision is to be a leading example in our industry for delivering high-quality financial advice and service propositions that cater to all client types and needs. We aim...
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Bristol, United Kingdom Financial Divisions Full timeOur client is a well-known Bristol-based financial planning company. They are seeking a Financial Planning Administrator to join their extremely social team. They are located in contemporary offices in the centre of the city. This position is a fantastic chance to work with a reputable, professionally operated financial advisory company that has a stellar...
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Senior Financial Planning Administrator
3 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
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Senior Financial Planning Administrator
3 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
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Financial Services Administrator
3 weeks ago
Bristol, United Kingdom mbf. Full timeAre you an ambitious & motivated individual who is looking to join a market leading financial services business where you can have a long term & successful career? Mbf are working with one of our very best clients to recruit an Administrator. Our client is an award winning and fully independent Financial Planning organisation. The business has offices across...
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Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis role as a Financial Services Administrator within a reputable Chartered Financial Planning firm offers a chance to contribute to a dynamic support team.You will be part of the central office support staff, collaborating with Paraplanners and fellow IFA Administrators, dedicated to delivering exceptional assistance to a team of Chartered...
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Financial Planning Administrator
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Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that prioritizes our employees' well-being and values their contributions. Our management style is characterized by trust and support, allowing our team members to thrive in their roles.Job SummaryWe're seeking a seasoned Senior Financial Planning...
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Financial Services Administrator
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Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis role as a Financial Services Administrator offers a unique opportunity to be part of a reputable, Chartered Financial Planning organization.You will become an integral member of the head office support team, collaborating with Paraplanners and fellow IFA Administrators, who are dedicated to delivering exceptional assistance to a team of...
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Financial Services Administrator
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Bristol, Bristol, United Kingdom Recruit UK Full timeJob Title: Financial Services Administrator Industry: Wealth Management and Financial Services Location: Remote Opportunity Salary: Up to £24,000 Job Description: Recruit UK is delighted to be collaborating with a leading Investment firm to recruit a Financial Services Administrator for their team. In this role, you'll be providing crucial support to...
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Financial Services Administrator
1 week ago
Bristol, Bristol, United Kingdom Recruit UK Full timeJob Title: Financial Services Administrator Industry: Wealth Management and Financial Services Location: Remote Opportunity Salary: Up to £24,000 Job Description: Recruit UK is delighted to be collaborating with a leading Investment firm to recruit a Financial Services Administrator for their team. In this role, you'll be providing crucial support to...
Administrator - Independent Financial Services sector
4 months ago
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
