At a Glance
- Tasks: Support Financial Advisors and manage client queries in a dynamic office environment.
- Company: Growing Independent Financial Planning Services firm in Bristol.
- Benefits: Competitive salary, full-time hours, and a supportive team culture.
- Other info: Exciting opportunity for career growth in the financial services industry.
- Why this job: Join a vibrant team and make a difference in clients' financial journeys.
- Qualifications: Experience in the Pensions Sector or as an IFA Administrator is preferred.
The predicted salary is between 30000 - 40000 £ per year.
Administrator - Financial Services Industry £25,000pa - £30,000pa depending on experience Bristol (Pill) - Fully office-based Full-time, Permanent Our client would be happy to receive CVs from candidates who have experience within the Pensions Sector or experienced IFA Administrators.
Are you an enthusiastic Administrator with experience in the Financial Services sector?
Are you looking for a new role within a growing organisation?
If YES we want to hear from you!
My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol.
Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner.
Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is ess...
