Financial Planning Administrator

**Overview** Ellis Davies Financial Planning Ltd is a small, client-centric, independent financial advice business based in Clifton, Bristol. The company was established in 2017 by Richard Ellis & Nick Davies. The firm has grown organically through client and professional referrals and as a result of its success, requires additional support in the back...

My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.Specific Duties Include:Obtaining client information...

The Role:I am recruiting a Financial Planning Assistant for Paradigm Nortons Bristol office to support with the provision of financial planning and portfolio management services to high-net-worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however...

The Role I am recruiting a Financial Planning Assistant for Paradigm Nortons Bristol office to support with the provision of financial planning and portfolio management services to high‑net‑worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity,...

The Role: I am recruiting a Financial Planning Assistant for Paradigm Norton’s Bristol office to support with the provision of financial planning and portfolio management services to high-net-worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity,...

Financial Planning Administrator Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to...

**Career** You are experienced and looking for a contract role. Perhaps the kind of place that could extend after 6mths, or maybe you work 6mths, take some time off and get re-engaged by us later on. We're a growing wealth management firm with opportunities and this role is to support a peak in our workload. **About the role** Located in Bristol you will...

**Administrative Assistant FTC** An exciting opportunity has arisen for an Administrative Assistant to join our fast expanding and reputable Wealth Management Business on a 12-month FTC basis. The role is hybrid, working from the office 3-days a week. This role would suit a graduate looking for their first role, with an interest in financial services, or...

Join us as a Financial Planning Centre Senior Associate - Hone your organisational and communication skills, as you provide vital financial planning technical support for the Financial Planning Centre - Joining us in Asset Management, you’ll deliver technical administration and calculations for the accumulation, maintenance and de-accumulation of all...

**Job Overview** In this role, you will be the first point of contact for clients, visitors, and partners, ensuring a professional and welcoming atmosphere. Alongside your key responsibilities of maintaining the office and its functions, you will be instrumental in providing administrative support across our teams. **Responsibilities** - Reception and...