Administrator - Independent Financial Services sector

(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f; Bristol; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading Independent Financial Planning Services organization in Bristol seeks an enthusiastic Administrator to join their team. This office-based role involves providing vital support to Financial Advisors and managing client queries. Candidates should have a strong administration background, preferably in the Financial Services sector, and be capable of working independently.

Qualifications

• Previous administration experience within Financial Services is essential.
• Ability to build rapport with clients is crucial.
• Good knowledge of Microsoft Office required.

Responsibilities

• Provide administration support to Financial Advisors.
• Liaise with clients and providers via phone and email.
• Update the in-house CRM system.

Skills

Time management

Client rapport

Computer proficiency

Tools

Microsoft Word

Microsoft Excel

Job description

Bristol (Pill area) - 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 reports

Person 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
• Good computer knowledge and ability to work with Microsoft Word and Excel
• Ability to build rapport with clients

Working 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.