Financial Services Administrator
3 weeks ago
Are 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 the country with a very strong presence in the South West of England, this particular position will work out of their busy Bristol offices.
In this role you will provide comprehensive administrative support, working closely with Senior Administrators, Paraplanners, Financial Advisers and clients. Duties will include but are not limited to:
- Prepare information for reports
- Liaise with third parties including providers to obtain information
- Maintain accurate client information on the internal back office system
- Assist with onboarding new clients
- Opening and handling client post
- General administration for the overall department
Our client is looking to recruit an individual with a genuine interest in the Financial Services industry. To be considered you should either have previous experience as an Administrator within a professional environment or will be a graduate who is looking to get a foot in the door (ideally with a relevant degree such as economics, business etc). This is a great opportunity to join a national organisation who value their staff. You will be provided with full on the job training & support, help with market exams and numerous opportunities to progress.
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Financial Services Administrator
4 days ago
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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Financial Services Administrator
4 days ago
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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Administrative Support
2 weeks ago
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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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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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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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 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
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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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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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 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 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
4 weeks ago
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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Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis role as a **Financial Services Administrator** offers a chance to become part of a reputable, **Chartered Financial Planning firm**.You will be an integral member of the **support staff team**, collaborating with **Paraplanners** and fellow **IFA Administrators** to deliver exceptional assistance to our team of **Chartered Financial...
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Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis Financial Services Administrator position offers a chance to be part of a reputable, Chartered Financial Planning organization.You will be integrated into their central office support team, which includes Paraplanners and Administrators, dedicated to delivering exceptional assistance to their Chartered Financial Planners.As a Financial...
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Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis Financial Services Administrator position offers a chance to become part of a reputable, Chartered Financial Planning organization.You will be an integral member of the head office support team, collaborating with Paraplanners and other IFA Administrators to deliver exceptional assistance to a team of Chartered Financial Planners.As a...
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Financial Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Financial Administrator to join our team at Robinson Financial Careers. As a key member of our Wealth Management team, you will play a vital role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing...
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Financial Administrator
1 week ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Financial Administrator to join our team at Robinson Financial Careers. As a key member of our Wealth Management team, you will play a vital 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
4 weeks ago
Bristol, Bristol, United Kingdom Cavendish House Recruitment Full timeExciting Opportunity for a Financial Services AdministratorCompany Overview:Cavendish House Recruitment is representing a distinguished financial advisory firm seeking a Financial Services Administrator to enhance their supportive team.Position Details:We are in search of a detail-oriented professional to deliver administrative support to the Financial...
