The Finance Administrator will play an integral role in our Accounting & Finance department, liaising with various departments to ensure efficient operations.
Our client is a renowned consultancy firm based in Bristol.
They are a large-sized organisation that specialises in various sectors, providing clients with top-notch solutions.
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.
Do you have previous financial planning administration experience and seeking your next role?
Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on a part-time IFA Administrator to join the team.
Are you an IFA Administrator with aspirations to become a Financial Planner?
General
Recruit UK are working with a thriving wealth management firm in Bristol who are looking to bring on an IFA Administrator, who they can train up to become a Financial Planner.
Reed Financial Services are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA Bristol that's been established over 20 years and very well regarded and won multiple awards.
They are looking for experienced individuals who are motivated and wanting to further their careers within the financial services industry by joining their team as a Client Support Administrator.
To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures.