Senior Financial Planning Administrator
2 days ago
We are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.
Key Responsibilities- Provide administrative support to our financial planning team, ensuring seamless day-to-day operations and efficient delivery of services.
- Develop and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.
- Collaborate with our team to identify opportunities for process improvements and implement changes to enhance our services.
- Stay up-to-date with industry developments and best practices, applying this knowledge to enhance our services and stay ahead of the competition.
- A competitive salary of up to £30,000, depending on experience, plus a discretionary bonus.
- A comprehensive benefits package, including pension, health insurance, and generous holiday allowance.
- Opportunities for professional development and growth, with a focus on upskilling and reskilling to meet the evolving needs of our business.
- A dynamic and supportive work environment, with a strong emphasis on teamwork and collaboration.
- 2+ years of experience as an administrator in a financial planning firm.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Proficiency in Microsoft Office and other relevant software applications.
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Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionWe're seeking a highly motivated and experienced Senior Financial...
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Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionWe're seeking a highly motivated and experienced Senior Financial...
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Senior Financial Planning Administrator
4 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.Job DescriptionWe're seeking a Senior Financial Planning Administrator to join...
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Senior Financial Planning Administrator
4 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.Job DescriptionWe're seeking a Senior Financial Planning Administrator to join...
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Senior Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionJob Title: Senior Financial Planning AdministratorJob Summary: We're seeking an...
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Senior Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionJob Title: Senior Financial Planning AdministratorJob Summary: We're seeking an...
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have...
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Financial Planning Specialist
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Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have...
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Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that prioritizes our employees' well-being and values their contributions. Our management style is characterized by trust and support, allowing our team members to thrive in their roles.Job SummaryWe're seeking a seasoned Senior Financial Planning...
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Financial Planning Administrator
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Senior Financial Manager
6 days ago
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Senior Financial Manager
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Bristol, Bristol, United Kingdom Hays Senior Finance Full timeJob SummaryHays Senior Finance is seeking a highly skilled Senior Financial Manager to join our team. As a key member of our finance department, you will be responsible for leading our financial operations and ensuring the company's financial health.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and...
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Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Cavendish House Recruitment Full timeJob OverviewCavendish House Recruitment is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team. As a key member of the administrative staff, you will provide critical support to the Financial Advisors and Paraplanners, ensuring the smooth operation of the business.Key ResponsibilitiesObtain and verify client...
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Financial Services Coordinator
2 weeks ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: ParaplannerLocation: BristolSalary: £35,000 - £45,000This is an opportunity to join a fast-paced and growing Independent Financial Advice firm based in the heart of the city.We are seeking an experienced Paraplanner to join our vibrant and friendly team. This is a varied Paraplanning position allowing you to develop your technical knowledge and...
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Financial Planning Administrator
3 days ago
Bristol, Bristol, United Kingdom Successionwealth Full timeAbout the RoleWe are seeking an organised and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesLiaise with policy providers to obtain policy...
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Financial Planning Administrator
3 days ago
Bristol, Bristol, United Kingdom Successionwealth Full timeAbout the RoleWe are seeking an organised and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesLiaise with policy providers to obtain policy...
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Financial Services Administrator
4 days ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. As an Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing...
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Financial Services Administrator
4 days ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. As an Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing...