Expire in: a month
Administrator - Financial Services Industry
£25,000pa - £30,000pa depending on experience
Bristol (Pill) - Fully office-based
Full-time, Permanent
Can also consider full-time over 4 days per week
Are you an enthusiastic Administrator with experience in Financial Services? 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 reportsPerson Specification
Previous experience within a similar role is essential either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator
Ability to manage own time and take initiative to search out solutions
Excellent communication skills
Good computer knowledge and ability to work with Microsoft Word and Excel
Ability to build rapport with clientsWorking hours for this role are Monday - Friday 8.30am - 4.30pm and is fully office based - please do not apply if you are looking for hybrid working
Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful
Do not include the following in your job application, CV, or cover letter:
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Administrator - Financial Services Industry job near me in Bristol! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).
Vita CV uses cookies to enhance your experience, analyze site traffic, and personalize content. By continuing to browse, you agree to our use of cookies.