We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Salary £25,000 - £38,0000 p.a., DoE plus benefits
Key Responsibilities
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.
Mbf are working with a national financial planning organisation in the heart of Bristol to recruit a Financial Services Administrator.
This will be a hands on and busy position providing support to the overall Financial Planning division.
Our client has offices across the UK and a particularly strong presence in Bristol, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
Being an experienced administrator you will also be expected to assist less experienced team members checking their calculations and ensuring their on-going learning and development.
Working in a busy team it will be your responsibility to administer a range of mainly DB schemes with growing exposure to DC ensuring that all client and member enquiries are dealt with in a timely, professional and efficient fashion.
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A growing building consultancy have an opportunity for a people facing Office Administrator based in Bristol.
Our client is seeking a Parking Administrator, who will play a crucial role in providing administrative and clerical support to the management team, ensuring exceptional service delivery to our clients and visitors to the building.
This is a dynamic role, with lots of variety and autonomy to take full control of your development within the company.
Are you a proactive and customer-focused individual looking for a new challenge?