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Finance Administrator

3 months ago

Bath, United Kingdom Bruin Full time

Due to growth within the team, a leading Wealth Management Firm are now looking for an Administrator to join their team in Bath.


This role is responsible for providing an effective and efficient administration service to clients and Advisers, while participating in achieving team objectives.


Those applying for this position will need previous administration experience gained within a Financial Advisory environment.


Core responsibilities include:

  • Communicating with Financial Advisers and clients
  • Preparation and processing of all new client documentation and amendments
  • Monitoring of transfers of assets/cash from other institutions
  • Sending authority letters to third party providers
  • Calling third party providers for valuations or obtaining this online
  • Liaising with colleagues within Business Support regarding administration of client accounts
  • Tracking payments made by clients.
  • Ensuring client details and reviews are recorded correctly on systems.
  • General record keeping and electronic filing.
  • Adhering to Conduct Risk standards

This is an exciting opportunity to join an established company, offering longevity and career progression opportunities.


If you think you have the skills required and would like to apply, please submit your CV or contact Charlotte Groom at BRUIN Financial.