Administrator - Financial Planning/Services Full Time Permanent

3 weeks ago


Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000

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



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