Financial Planning Client Administrator β€” Remote-Eligible in Bristol

Financial Planning Client Administrator β€” Remote-Eligible in Bristol

Bristol Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Atomos Investments Limited

At a Glance

  • Tasks: Support Financial Planners by managing client administration and ensuring smooth operations.
  • Company: Atomos Investments Limited, a dynamic financial services firm in Bristol.
  • Benefits: Remote-eligible role with opportunities for growth and development.
  • Other info: Gain valuable experience in a fast-paced financial planning environment.
  • Why this job: Join a supportive team and help deliver high-quality financial advice to clients.
  • Qualifications: Highly organised with strong administrative skills and attention to detail.

The predicted salary is between 30000 - 40000 Β£ per year.

Atomos Investments Limited in Bristol is seeking a highly organised Client Administrator to support our Financial Planners by managing the administrative foundations of high-quality financial advice.

You will enable planners to focus on client relationships, deliver strategic advice, and ensure all client administration runs smoothly, accurately, and on time.

This role offers growth within a busy hub and exposure to our financial planning team.

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Atomos Investments Limited

Contact Details:

Atomos Investments Limited Recruitment Team

We think you need these skills to ace Financial Planning Client Administrator β€” Remote-Eligible in Bristol

Organisational Skills
Client Relationship Management
Administrative Skills
Attention to Detail
Time Management
Communication Skills
Financial Planning Knowledge