At a Glance
- Tasks: Support Financial Advisors and manage client queries in a dynamic office environment.
- Company: Join a reputable Financial Services client in vibrant Bristol.
- Benefits: Full-time role with opportunities for growth and development.
- Other info: Engaging office culture with a focus on teamwork and client satisfaction.
- Why this job: Be part of a team that makes a real difference in clients' financial journeys.
- Qualifications: Experience in pensions or IFA administration is a plus.
The predicted salary is between 30000 - 40000 £ per year.
CMD Recruitment is seeking an enthusiastic Administrator for a Financial Services client in Bristol (Pill).
The role is full-time and office-based, offering support to Financial Advisors and handling client queries.
You will submit provider applications, update the CRM, prepare meeting paperwork and liaise with providers and clients by phone and email.
Experience in pensions or IFA administration is preferred.
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Pensions Administrator – Client-Focused Finance (Office-Based) employer: CMD Recruitment
Join a dynamic and supportive team in Bradford-on-Avon as an Office Administrator, where your organisational skills will shine in a fast-paced property business. We offer a collaborative work culture that values proactive contributions and provides opportunities for professional growth, ensuring you play a vital role in delivering exceptional customer service to landlords and tenants alike. With flexible working options available, this is an excellent opportunity for those seeking a meaningful career in property administration.
