At a Glance
- Tasks: Manage client records, handle calls, and support the Pensions Department.
- Company: Join a well-established financial advisory firm in Bristol with over 35 years of experience.
- Benefits: Enjoy 25 days holiday, a pension scheme, and training for financial qualifications.
- Other info: Flexible hours available; perfect for students or those seeking part-time work.
- Why this job: Gain valuable experience in a supportive environment while making a real impact on clients' lives.
- Qualifications: No specific experience needed; just bring your organisational skills and a proactive attitude.
The predicted salary is between 25000 - 30000 £ per year.
Location:Bristol BS1 4UT
Salary:£25,000 £30,000 (depending on experience)
Job Type:Full Time or Part Time considered
About Us
We are a medium sized firm of directly authorised independent financial advisers with offices in the centre of Bristol. The firm was established over 35 years ago and, as we have many clients, the workflow is high.
The Administrator Role
You will be dealing primarily with the administration within the small Pensions Department. This will include database inputting ie accurately updating clients records, speaking to insurance companies and pension scheme members, requesting information from pension providers plus other ad hoc administrative tasks to assist the department and the office, as required.
You will need to have a good telephone manner to be able to answer phone calls coming into the office and take the details to either pass them to the correct member of staff or take accurate messages so that someone can follow up.
The Administrator Duties
- Maintaining the back-office database ensuring it is kept up to date and accurate
- Answering incoming telephone calls and taking excellent messages
- Advising companies of a clients change of address or any other change in circumstances
- Responding to emails from clients and pension providers
- Producing and sending invoices to clients
- Maintaining an accurate diary system and chasing insurance companies for requested information
- Dealing with post coming into the department
- Dealing with scheme renewals
The ideal candidate would be an experienced administrator and would be able to organize and prioritize their workload effectively. Financial services knowledge is not necessarily required as full training will be given. They should have the ability to work without supervision, once trained. They should be proactive in identifying and solving day-to-day problems which may arise and be able to work in a pressurised environment from time to time.
The Administrator Benefits
- Training provided on our internal processes.
- 25 days holiday plus bank holidays (additional days earned from longevity) with extra leave over Christmas.
- Company Pension scheme, employer matched contributions up to 5% (Upon successful competition of probationary period).
- We provide financial and training support for staff to complete exams towards financial qualifications.
- Death in Service (4x salary Upon successful completion of probationary period).
Office Administrator in Bristol employer: NICHOLLS STEVENS FINANCIAL SERVICES LTD
As a medium-sized firm of independent financial advisers located in the heart of Bristol, we pride ourselves on fostering a supportive and dynamic work environment. Our commitment to employee growth is evident through comprehensive training programmes and opportunities for professional development, alongside generous benefits such as 25 days of holiday and a competitive pension scheme. Join us to be part of a collaborative team where your contributions are valued and rewarded.
Contact Details:
NICHOLLS STEVENS FINANCIAL SERVICES LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Office Administrator in Bristol
✨Tip Number 1
Familiarise yourself with the financial services sector, especially pensions and employee benefits. Understanding the basics will help you engage in conversations during the interview and show your enthusiasm for the role.
✨Tip Number 2
Practice your telephone skills by role-playing common scenarios you might encounter in the office. This will help you feel more confident when answering calls and taking messages, which is a key part of the job.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock diary system or task list. This will not only showcase your ability to prioritise but also give you practical examples to discuss during your interview.
✨Tip Number 4
Network with professionals in the financial services industry, either online or at local events. Building connections can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Office Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant administrative experience. Focus on skills like database management, communication, and organisation, which are crucial for the Office Administrator role.
Craft a Strong Cover Letter:Write a cover letter that specifically addresses the job description. Mention your ability to handle administrative tasks, your telephone manner, and your proactive approach to problem-solving.
Showcase Relevant Skills:In your application, emphasise skills such as attention to detail, time management, and the ability to work under pressure. These are key attributes the company is looking for in an ideal candidate.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at NICHOLLS STEVENS FINANCIAL SERVICES LTD
✨Research the Company
Before your interview, take some time to learn about the firm’s history, values, and services. Understanding their approach to financial advising will help you tailor your answers and show genuine interest.
✨Demonstrate Your Organisational Skills
As an Office Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss examples from your past experience where you successfully organised your workload or solved problems proactively.
✨Practice Your Telephone Etiquette
Since the role involves answering calls and taking messages, practice speaking clearly and professionally. You might even want to simulate a phone call scenario with a friend to build your confidence.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your enthusiasm for the role. Ask about the team dynamics, training opportunities, or how success is measured in the position. This can also help you assess if the company is the right fit for you.
