Finance Administrator

7 days 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.


Are you the right candidate for this opportunity Make sure to read the full description below.

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.


  • Finance Administrator

    1 month ago


    Bath, United Kingdom Catering Services International Full time

    **Finance Administrator (full time)** **£25,000.00 (dependant upon experience)** **Bath (central)** - Additional leave for length of service - Casual dress - Company events - Company pension - Cycle to work scheme - Employee discount - Sick pay - Award winning company Finance administrator required to support this dynamic head office team in a flexible but...

  • Finance Administrator

    4 weeks ago


    Bath, United Kingdom Zenith Global Ltd Full time

    **Job Title**: Finance Administrator **Reporting to**: Finance Manager **Part-Time**: 25 hours per week **Department**: Finance **Salary**: £24,000 - £27,000 pro-rata **Location**: Bath Office / remote DEPARTMENT DIMENSIONS The department consists of: Finance Manager, Finance Administrator. The team deal with all matters concerning Finance. This...

  • Customer Service

    2 weeks ago


    Bath, United Kingdom Time Finance Full time

    **Company Overview** Time Finance plc is an AIM-listed business specialising in the provision or arrangement of funding solutions to UK businesses seeking to access the finance they need to realise their growth plans. UK Businesses can take advantage of an extensive portfolio comprising: Asset-based Finance, Invoice Finance, and Loans. Since its launch in...

  • Customer Service

    1 week ago


    Bath, United Kingdom Time Finance Full time

    **Company Overview** Time Finance plc is an AIM-listed business specialising in the provision or arrangement of funding solutions to UK businesses seeking to access the finance they need to realise their growth plans. UK Businesses can take advantage of an extensive portfolio comprising: Asset Finance, Invoice Finance, Loans and Vehicle Finance. Since its...

  • Finance Administrator

    2 weeks ago


    Bath, Bath and North East Somerset, United Kingdom Vehicle Certification Agency Full time

    Are you looking for your next challenge or seeking to launch a career in the Civil Service? Are you currently studying or looking to study an accountancy qualification? If so VCA will fund and support your studies. We are looking for people who share our values of honesty, integrity, objectivity, impartiality, and professionalism and want to play an...


  • Bath, United Kingdom University of Bath Full time

    Faculty Finance Administrator The Faculty of Humanities & Social Sciences is looking for an eager, motivated individual with excellent interpersonal skills to join our busy team on a fixed term basis until 31st July 25. **About the role**: You will play a vital role in supporting the Finance Manager contributing to the smooth running of the Faculty finance...


  • Bath, Bath and North East Somerset, United Kingdom Evercreech Church of England Primary School Full time

    Evercreech Church of England Primary SchoolSomerset New Salary:- £ £15.43 per hour Job type: Part Time, Permanent 8 December 2023Job overview:30 hours per week over 4 days 8.30am - 4.30pmGrade: 12 £ £15.43 depending on experiencePermanent Post Term Time Only (38 weeks)We are looking for a friendly and efficient person to be our Finance and Premises...

  • Finance Administrator

    4 weeks ago


    Bath, United Kingdom Julian House Full time

    **Julian House is a charity dedicated to making a difference to the lives of the most vulnerable and disadvantaged people in society. We run several projects and every year we help thousands of people out of homelessness, into employment, away from domestic abuse, and more.** **If youd like a real sense of job satisfaction, great career prospects and a...

  • Finance Administator

    1 month ago


    Bath, United Kingdom Catering Services International Full time

    **Finance Administrator**: - **£23,000 - 25,000**: - **Bath** **The Package** - £23,000 - 25,000 - Additional holiday for length of service - Pension - Reward and recognition scheme - Referral scheme - Cycle to work scheme - Training and qualificiations **The Company** **The Role** This Finance Administrator role will involve working in all areas of...


  • Bath, Bath and North East Somerset, United Kingdom Bath & North East Somerset Council Full time

    Job Title: Finance & Administrative OfficerHours: 28-30 hours/week year roundSalary: £24,569 per annum pro-rataLocation: Odd Down Community Centre, Bath BA2 2TL with some flexibility for home workingOrganisation: Bath Area Play ProjectsThis is not a Bath & North East Somerset Council VacancyBath Area Play Project is a local Children's Charity with over 40...

  • Credit Controller

    1 month ago


    Bath, United Kingdom Time Finance Full time

    **Company Overview** Time Finance plc is an AIM-listed business specialising in the provision or arrangement of funding solutions to UK businesses seeking to access the finance they need to realise their growth plans. UK Businesses can take advantage of an extensive portfolio comprising: Asset Finance, Invoice Finance, Loans and Vehicle Finance. Since its...


  • 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...


  • 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...


  • Bath, United Kingdom tPS Recruitment Full time

    Commercial FinanceBusiness lending and FInanceAdministration Are you ready to take the next step in your career in the accounting and financial services sector? My client is a Specialist Lending Administrator and plays a vital role in supporting bridging, development, commercial, and business lending cases.THey  are looking for a talented individual to...

  • Administrator

    4 weeks ago


    Bath, United Kingdom Marlin Communications Ltd Full time

    **Role Objective**: To provide administrative support to ensure efficient operation of the office. Supports managers and employees through a variety of tasks related to organisation and communication. **Key Responsibilities**: - Answering telephone calls and resolving queries or directing them forward as appropriate - Raising purchase orders against...


  • Bath, Bath and North East Somerset, United Kingdom Ralph Allen School Full time

    Operations AdministratorGrade 5.Actual salary £21,496 pa37 hours per weekTerm time only, 10 days holiday working and all inset daysStart Date: ASAPClosing Date: 9am 9 June 2023Interviews to be held: w/c 12 June 2023We are looking for someone to provide administrative support to the Educational Visits Co-ordinator and Finance Manager as they organise school...


  • Bath, United Kingdom Rotork Full time

    Job DescriptionWorking as part of the Finance D365 Systems team under the direction of the Finance Transactional Systems Manager and supported by two junior team members:Configuration management & Defect resolution• Preparation, testing & deployment of all new functionality or localisations to both new & existing sites• Ensuring solution is adequately...

  • Finance Assistant

    1 week ago


    Bath, United Kingdom Royal Osteoporosis Society Full time

    Job Advert **Finance Assistant** **Permanent | 30 - 37.5 hours (4 - 5 days) per week | Salary: up to £24,356 per annum (pro rata)| Location: Office Based (Bath)** We’re a dedicated, inspiring and forward-thinking healthcare charity and our mission is to improve the bone health of the nation and prevent osteoporosis by influencing healthcare providers...


  • Bath, United Kingdom The Progress Shed Full time

    Are you ready to take the next step in your career in the accounting and financial services sector? My client is a Specialist Lending Administrator and plays a vital role in supporting bridging, development, commercial, and business lending cases. THey  are looking for a talented individual to fill the role of Lendings Administrator on a permanent basis,...

  • Administrator

    4 weeks ago


    Bath, United Kingdom Catering Services International Full time

    **Administrator (full-time) - payroll and finance** **Salary £24,000 - £27,000 depending on experience** **Bath** Fancy joining a fun, dynamic and successful recruitment company who focus on finding the very best talent for some of the UK's well known hospitality and catering companies? If so, we are looking to recruit an experienced administraor to...