Administrator - Financial Planning/Services Full Time Permanent
3 weeks ago
Administrator - Financial Services Industry
£Bristol - Office based
Full time, Permanent
Do you have experience within the financial services industry? 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.
Update the inhouse CRM system
Liaise with providers by phone and email
Liaise with clients by phone and email
Submit online applications
Good computer knowledge and ability to work with Microsoft Word and Excel
Working hours for this role are Monday - Friday 8.30pm and is fully office based - please do not apply if you are looking for hybrid working
-
Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £Bristol - Office based Full time, Permanent Do you have experience within the financial services industry? 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...
-
Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £Bristol - Office based Full time, Permanent Do you have experience within the financial services industry? 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...
-
Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £Bristol - Office based Full time, Permanent Do you have experience within the financial services industry? 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...
-
Financial Planning Administrator
2 months ago
Bristol, United Kingdom Integrity365 Full time**The role**: Integrity365 are currently looking to expand our team of office based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience. We are recruiting individuals...
-
Financial Planning Administrator
4 days ago
Bristol, United Kingdom Integrity365 Full time**The role**: Integrity365 are currently looking to expand our team of office based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience. We are recruiting individuals...
-
Accounts and Tax Manager
3 weeks ago
Bristol, United Kingdom Paradigm Norton Financial Planning Limited Full timeCompetitive salary (depending on experience) plus generous benefits package (including 23 days’ holiday + bank holidays + 12 wellbeing days + continued professional development + 10% employers pension contribution + income protection benefit + private medical insurance + life assurance etc.) Working for a leading Chartered Financial Planning firm, you...
-
Accounts and Tax Manager
3 weeks ago
Bristol, United Kingdom Paradigm Norton Financial Planning Limited Full timeCompetitive salary (depending on experience) plus generous benefits package (including 23 days’ holiday + bank holidays + 12 wellbeing days + continued professional development + 10% employers pension contribution + income protection benefit + private medical insurance + life assurance etc.) Working for a leading Chartered Financial Planning firm, you...
-
Accounts and Tax Manager
2 weeks ago
Bristol, United Kingdom Paradigm Norton Financial Planning Limited Full timeCompetitive salary (depending on experience) plus generous benefits package (including 23 days’ holiday + bank holidays + 12 wellbeing days + continued professional development + 10% employers pension contribution + income protection benefit + private medical insurance + life assurance etc.) Working for a leading Chartered Financial Planning firm, you...
-
Accounts and Tax Manager
2 weeks ago
Bristol, United Kingdom Paradigm Norton Financial Planning Limited Full timeCompetitive salary (depending on experience) plus generous benefits package (including 23 days’ holiday + bank holidays + 12 wellbeing days + continued professional development + 10% employers pension contribution + income protection benefit + private medical insurance + life assurance etc.) Working for a leading Chartered Financial Planning firm, you...
-
Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - 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 - €28,000Administrator - 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 - €28,000Administrator - 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 - €28,000Administrator - 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...
-
Financial Planning Administrator
2 months ago
Bristol, United Kingdom Harold Stephens Full timeHarold Stephens is an established IFA firm helping retiree clients predominantly local to our office on the High Street in Westbury on Trym. Our entrepreneurial Director, Richard Higgs is a Chartered Financial Planner with over 20 years’ experience, and he is currently seeking to take on a full-time financial planning administrator (on-site) due to our...
-
Financial Planning Administrator
2 months ago
Bristol, United Kingdom Heat Recruitment Full timeAn opportunity has presented itself for a financial services administrator to join a highly-reputable financial planning practice in central Bristol As well as supporting the Financial Planners and Paraplanners with tasks, you will be required to provide quality support to the firm's existing and new clients. **Key Responsibilities** - Contact clients to...
-
Financial Planning Administrator
4 weeks ago
Bristol, United Kingdom Recruit UK Full time**Job Title**: Financial Planning Administrator **Industry**: Wealth Management **Location**:Bristol **Salary**: £24,000-£28,000 **Job Reference: 8393** Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Bristol to join a Financial Planning firm. Our client is a thriving company that has faced exceptional...
-
Financial Services Administrator
2 weeks ago
Bristol, United Kingdom Idex Full timeWe are working with a growing financial planning firm on the outskirts of Bristol looking to bring on another Financial Services Administrator. Your role will be support the Partners/Advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market. Your role will...
-
Receptionist/administrator
2 weeks ago
Bristol, United Kingdom F D Cummins Financial Planning Limited Full timeWe are looking for an individual to provide excellent service and support to a growing Financial Advice Practice in Chipping Sodbury. To be a key point of contact for clients and to contribute to a pro-active and healthy lifestyle working environment. **Responsibilities**: - Greet and assist clients in a courteous manner. - Answer and direct phone calls...
-
Receptionist/administrator
2 weeks ago
Bristol, United Kingdom F D Cummins Financial Planning Limited Full timeWe are looking for an individual to provide excellent service and support to a growing Financial Advice Practice in Chipping Sodbury. To be a key point of contact for clients and to contribute to a pro-active and healthy lifestyle working environment. **Responsibilities**: - Greet and assist clients in a courteous manner. - Answer and direct phone calls...
-
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...