Financial Services Administrator
3 weeks ago
This IFA Administrator role in a quality, Chartered Financial Planning firm provides an opportunity to join a dynamic head office support staff team.
You will be part of a team including Paraplanners and IFA Administrators, who provide quality support to a team of Chartered Financial Planners.
As an IFA Administrator, your duties will include:
- Inputting data onto the customer back office system and managing customer records.
- Providing administrative support to the financial planning team.
- Assisting with the preparation of reports and presentations.
- Developing and maintaining effective relationships with clients and colleagues.
The successful candidate will have excellent communication and organisational skills, with the ability to work accurately and efficiently in a fast-paced environment.
This is an excellent opportunity for a motivated and detail-oriented individual to join a reputable financial services company and contribute to the success of the team.
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Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe 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 be responsible for providing administrative support to our financial planning services.Key ResponsibilitiesProvide administrative support to our financial planning...
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Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe 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 be responsible for providing administrative support to our financial planning services.Key ResponsibilitiesProvide administrative support to our financial planning...
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Financial Services Office Coordinator
1 week ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Full timeAbout the Role:We are seeking an experienced Administrator to join our small Pensions Department. As an Administrator, you will be responsible for maintaining accurate client records, communicating with pension providers and scheme members, and performing various administrative tasks to support the department and office.Key Responsibilities:Maintaining...
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Senior Financial Planning Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced 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 providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
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Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced 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 providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.Job TypeWe are seeking a highly organised and efficient Office Administrator to join our Financial Services team on a Full Time or Part Time basis.Key ResponsibilitiesProvide administrative...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.Job TypeWe are seeking a highly organised and efficient Office Administrator to join our Financial Services team on a Full Time or Part Time basis.Key ResponsibilitiesProvide administrative...
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Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced 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 providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
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Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced 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 providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
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Financial Services Office Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeJob OverviewWe are seeking a highly organized and detail-oriented Office Administrator to join our team at Nicholls Stevens Financial Services Limited.The successful candidate will provide administrative support to our financial advisors, ensuring the smooth operation of our office.Key Responsibilities:Provide administrative support to financial...
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Financial Services Office Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeJob OverviewWe are seeking a highly organized and detail-oriented Office Administrator to join our team at Nicholls Stevens Financial Services Limited.The successful candidate will provide administrative support to our financial advisors, ensuring the smooth operation of our office.Key Responsibilities:Provide administrative support to financial...
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Financial Planning and Administration Expert
4 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeWe're looking for a motivated and conscientious Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services.As a valued member of our team, you'll have the opportunity to contribute to our strategy and make a real impact on our business.Our management style is light touch, so you'll have the trust and support you...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout Us:Nicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with a strong presence in Bristol.Job Overview:We are seeking a highly organised and detail-focused Office Administrator to join our team in Bristol. As an Office Administrator, you will play a vital role in supporting our...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout Us:Nicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with a strong presence in Bristol.Job Overview:We are seeking a highly organised and detail-focused Office Administrator to join our team in Bristol. As an Office Administrator, you will play a vital role in supporting our...
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Financial Services Office Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full time{"title": "Job Description", "content": "About UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.The Administrator RoleYou will be dealing primarily with the administration within the small Pensions Department. This will include database inputting,...
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Financial Services Office Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full time{"title": "Job Description", "content": "About UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.The Administrator RoleYou will be dealing primarily with the administration within the small Pensions Department. This will include database inputting,...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with a strong presence in Bristol.Job SummaryWe are seeking a highly organised and detail-focused Office Administrator to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with a strong presence in Bristol.Job SummaryWe are seeking a highly organised and detail-focused Office Administrator to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with a strong presence in Bristol.We specialise in retirement advice, serving a bank of over 800 clients with a proactive approach.Job DetailsLocation: BristolSalary: £19,000 - £23,000 (dependent on experience)Job Type: Full Time...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with a strong presence in Bristol.We specialise in retirement advice, serving a bank of over 800 clients with a proactive approach.Job DetailsLocation: BristolSalary: £19,000 - £23,000 (dependent on experience)Job Type: Full Time...