Financial Services Specialist

4 weeks ago


Bristol, Bristol, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
About the Opportunity

TEMPLEGATE RECRUITMENT LIMITED is seeking a highly skilled and experienced IFA Administrator to join their team. This is an exciting opportunity for a professional looking to take their career to the next level.

Key Responsibilities

The successful candidate will be responsible for:

  • Providing administrative support to financial advisors
  • Maintaining accurate and up-to-date records
  • Communicating effectively with clients and colleagues
Requirements

To be considered for this role, candidates must possess:

  • Excellent organizational and time management skills
  • Proficiency in Microsoft Office applications
  • Strong communication and interpersonal skills
What We Offer

In return for your hard work and dedication, we offer a competitive salary of £27,500 per annum, plus a range of benefits including group life cover, group income protection, workplace pension plan, private medical insurance, health cash plan, cycle to work scheme, and free parking.

This is a fantastic opportunity to work for a forward-thinking company that values its employees and offers a supportive and collaborative working environment. If you are a motivated and experienced administrator looking for a new challenge, please apply now.



  • Bristol, Bristol, United Kingdom Saltus Partners LLP Full time

    Job Title: Financial Services SpecialistWe are proud of our culture and work hard to create a great place to work, with a passion for excellence and customer service. At Saltus Partners LLP, we are a privately owned financial planning and discretionary investment management house, dedicated to providing a high-quality service for private clients, trusts, and...


  • Bristol, Bristol, United Kingdom Motus Legal Recruitment Full time

    At Motus Legal Recruitment, we are seeking a highly skilled Financial Services Litigation Specialist to join our team in Bristol.This is an exceptional opportunity for a specialist litigator working in the FS sector at a leading commercial law firm to take the next step in their career.The successful candidate will play a key role in helping to ensure the...


  • Bristol, Bristol, United Kingdom Integrity365 Full time

    We are seeking a skilled Financial Services Administration Specialist to join our team at Integrity365 in Bristol. This is an exciting opportunity to support one of our Independent Financial Advisers with all areas of business processing, financial administration, and client liaison.About the RoleThis role will require the use of platforms such as...


  • Bristol, Bristol, United Kingdom Find Apprenticeships Full time

    Join our team as a Junior Financial Services Specialist and kick-start your accounting career with our leading firm. Our dynamic team works together to deliver top-tier financial services, fostering an environment of growth and development.About the Role:You will assist in the preparation of financial statements and reports, collaborate with our skilled team...


  • Bristol, Bristol, United Kingdom Autograph Recruitment Full time

    Financial Services SpecialistWe are delighted to partner with a forward-thinking accountancy firm in Bristol to find a goal-oriented individual to expand their accounts team. The successful candidate will have near completion of AAT/ACA/ACCA studies or be already qualified. On-the-job training will be provided.About the Firm:The firm is a successful...


  • Bristol, Bristol, United Kingdom LocalJobs4U Full time

    Financial Services SpecialistWe are seeking a highly skilled and motivated individual to join our team in delivering top-tier accounting and financial services to a diverse range of clients.Key Responsibilities:Assist in preparing financial statements and reports.Collaborate with our skilled team on tax computations and audits.Perform reconciliations and...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    Company OverviewRockfield Specialist Recruitment is proud to present a rare opportunity for a Financial Performance Analyst to join our esteemed client, a Private Equity-backed international business on the crest of a wave. With impressive levels of growth and a solid business model, this company has emerged stronger than ever.The role offers significant...


  • Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time

    Job SummaryThis is an exciting opportunity for a highly motivated and experienced professional to join our team as a Financial Services Specialist. The ideal candidate will have a strong background in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services.

  • Financial Director

    4 days ago


    Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    Rockfield Specialist Recruitment is proud to present an exciting opportunity for a highly experienced Senior Financial Accountant to join our client, a leading international business in the specialist sector.About the RoleThis is a fantastic chance to take on a key position within the finance team, responsible for audit, tax, and assisting with Senior...


  • Bristol, Bristol, United Kingdom Solos Consultants Ltd Full time

    Solos Consultants Ltd is seeking a highly skilled Financial Services Auditor Specialist on a 3-month contract. The ideal candidate will have strong experience auditing large organisations and be part-qualified or qualified in audit.The successful candidate will support the Audit Manager in providing Internal Audit services, including implementing audit...


  • Bristol, Bristol, United Kingdom Gi Group Full time

    About the Role:We are seeking a highly skilled SAP Financial Services Specialist to join our team. In this role, you will be responsible for managing finance and procurement systems, including SAP and Excel.Your primary responsibilities will include managing procurement requests, monitoring finance issues, and processing invoices.Responsibilities:Manage...


  • Bristol, Bristol, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the CompanyOur client, TEMPLEGATE RECRUITMENT LIMITED, is a forward-thinking and client-focused firm that values its employees.Job OverviewThis IFA Administrator role is an exciting opportunity to join our team in Bristol. As a key member of our staff, you will be responsible for various administrative tasks to support the smooth operation of our...


  • Bristol, Bristol, United Kingdom Openwork Services Limited Full time

    Openwork Services Limited is a well-established firm that prides itself on providing expert advice and guidance to its clients. We are currently seeking a Financial Services Expert to join our team and help us deliver exceptional service to our customers.The ideal candidate will have a strong background in mortgage advice and a proven track record of success...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    About the Role:Rockfield Specialist Recruitment is seeking a highly experienced Senior Financial Accountant to join our client, a leading international business in the private equity sector. As a key member of the finance team, you will be responsible for managing the statutory audit and relationship with the auditors, ensuring timely preparation of audit...


  • Bristol, Bristol, United Kingdom Pro-Tax Full time

    Job SummaryWe are seeking a highly skilled Corporate Tax Specialist to join our Financial Services team. As a key member of the team, you will provide expert tax advice to clients across various industries including Banking, Asset Management, Insurance, Investment, and Private Equity.In this role, you will work closely with clients to understand their tax...


  • Bristol, Bristol, United Kingdom Charles Elderton Full time

    Charles Elderton's Market-Leading FS Disputes TeamWe are seeking an experienced specialist litigator to join our team in Bristol as a Lead FS Disputes Partner.The successful candidate will play a key role in the continued growth and success of our FS Disputes team, working with a wide range of banks (including various panel appointments) on challenging...


  • Bristol, Bristol, United Kingdom Get-Recruited (UK) Ltd Full time

    As a Financial Services Account Specialist at Get-Recruited (UK) Ltd, you will be responsible for delivering exceptional customer service and building strong relationships with clients. Your primary focus will be on managing your own accounts, handling client queries, and ensuring compliance with regulatory requirements.Responsibilities:Manage your own...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    Rare opportunity for an experienced Financial Director to lead the financial accounting function of a rapidly growing international business in the specialist sector. This role involves management of the statutory audit, preparation of statutory accounts, and assisting with Senior Accounting Officer (SAO) requirements.About the OpportunityOur client is a...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    About the RoleWe are seeking a highly skilled Commercial Financial Planning and Analysis Manager to join our team at Rockfield Specialist Recruitment. As a key member of the finance team, you will provide financial insight and analysis to support business decision-making.The successful candidate will have experience in financial planning and analysis, with a...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    We are seeking a skilled Senior Financial Accountant to join our client's finance team. As a key member of the team, you will be responsible for managing the statutory audit, preparing statutory accounts, and assisting with Senior Accounting Officer (SAO) requirements.About the CompanyOur client is a leading international business in the specialist sector,...