Financial Services Administrator

4 weeks ago


Bristol, United Kingdom MI Search Ltd Full time

This national IFA firm is currently seeking an experienced financial services administrator to join their team in their Bristol office.

The role is a mix of office / home based working. In this role you will support IFA's and paraplanners in the preparation and processing of financial advice for clients of the firm.

You must have experience in a financial administration role dealing with financial planning advice, excellent IT skills, have an excellent level of attention to detail and be able to work independently as well as part of a team.

The role offers a package of £26-29,000 basic salary and an excellent benefits package. In addition training, development and longer term career opportunities are available in this firm.


  • IFA Administrator

    1 month ago


    Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Senior IFA Administrator - Bristol - Artemis Recruitment Consultants Financial Services Type of Position: Senior IFA Administrator - Bristol Senior IFA Administrator - Bristol This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will...


  • Bristol, United Kingdom CMD Recruitment Full time

    Administrator - 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

    Administrator - Financial Services Industry£24,000pa - £28,000paBristol - Office basedFull time, PermanentAre 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 to join...


  • Bristol, United Kingdom CMD Recruitment Full time

    Administrator - Financial Services Industry£24,000pa - £28,000paBristol - Office basedFull time, PermanentAre 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 to join...

  • Administrator

    1 month ago


    Bristol, United Kingdom Aspirations Financial Advice Ltd Full time

    Are you an experienced administrator with an interest in Financial Services? Want to work for a close-knit team where we really care about your development and wellbeing? Aspirations are a fast-growing Financial Planning firm with a team of fully qualified Financial Planners, Paraplanners and Administrators helping our clients from all walks of life to...


  • Bristol, United Kingdom Heat Recruitment Full time

    An 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...


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

    Administrator - 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 - €28,000

    Administrator - 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 Star House Financial Services Full time

    Our small but ambitious firm of Chartered Financial Planners is looking for a full time front of house administration assistant to join our friendly team at our offices in the picturesque Bristol countryside. We aim to provide an exceptional level of service to all of our clients and you will play an instrumental role in us achieving this. As our...


  • Bristol, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Senior Technical Administrator (including some Report writing)Location: Thornbury (Bristol), with other locations in Chipping Sodbury & Wotton-under-Edge.Salary: £35,000 + Bonus and extensive benefits package including 5% ER Pension, Vitality vouchers and Flexi-working hours.This is a full-time (35 hours), office-based role. We operate a flexi-working...


  • 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...


  • 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...


  • 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...

  • Corporate Manager

    1 month ago


    Bristol, United Kingdom Bibby Financial Services Full time

    **Corporate Manager - South West - Homeworker** Bibby Financial Services have an exciting opportunity available for a reliable **Corporate Manager **to join our team covering our South West region. You will join us on a **full time, permanent** basis and in return, you will receive a **competitive salary, plus benefits.** We’ve supported small and...


  • Bristol, United Kingdom JacobJames Recruitment Ltd Full time

    Working for this dynamic city centre Financial Services Organisation working within the Fraud department you will: - Provide consistently high-quality customer service and administration, attention to detail, and accuracy is key as well as being able to investigate further when required - Adhere to daily deadlines and timelines to ensure that relevant work...


  • Bristol, United Kingdom Bruin Financial & Professional Services Full time

    I am recruiting for my client, a leading Lloyds Broker, to hire an Insurance Administrator to their growing team in their Bristol office. This role would suit a recent school leaver/ graduate who has had exposure working in an administration or retail type role, and ready to take the next step in their career in a full time position. Interested to find out...


  • Bristol, United Kingdom Harold Stephens Full time

    Harold 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...


  • 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...


  • Bristol, United Kingdom A & R Services Full time

    We are currently looking for an enthusiastic individual to join our growing team. You will be providing support to Clients and Management through a variety of tasks including monitoring the progress of on-going jobs, diary managment, maintaining our quotes system, liaising with our mobile workforce and updating portals. As a growing small to medium sized...


  • Bristol, United Kingdom JacobJames Recruitment Ltd Full time

    Working for this dynamic and highly reputable city centre Financial Services Banking Organisation within a friendly team: Working as part of a small team the role-holder will assist with supporting the department’s first line of defense functions in relation to financial crime. Acts as a point of contact for financial crime matters within the Customer...