Financial services Administrator

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Administrator – Financial Services

Bristol

Full-time (office-based) – 4 days considered

Salary up to £32,000

About the role

We’re looking for a proactive and detail-oriented Administrator to join a friendly and professional financial services team. This is a fantastic opportunity to be part of a supportive environment where your work plays a key role in delivering high-quality service to clients.

You’ll be at the heart of the business, supporting advisers and ensuring everything runs smoothly behind the scenes , from preparing client documentation to liaising with providers.

What you’ll be doing

• Preparing and organising paperwork for client meetings


• Submitting applications and processing new business


• Managing and updating client information on internal systems


• Liaising with clients and providers (phone and email)


• Answering client queries (non-advice based)


• Supporting advisers with research and quotations


• Chasing providers for information and progress updates


• Producing reports and maintaining accurate records


• Assisting with a variety of administrative and operational tasks

What we’re looking for

We’re keen to hear from candidates who are:

• Highly organised with strong attention to detail


• Confident communicators, both written and verbal


• Proactive and able to use their own initiative


• Comfortable managing multiple tasks and priorities


• A team player with strong relationship-building skills


• IT literate, with good knowledge of Microsoft Office

Experience & background

• Previous administration experience is essential


• Financial services environment exposure either life office, provider, network or wealth managemnet or IFA


• Willingness to learn and develop within the role

Why join?

• Friendly and supportive team environment


• Opportunity to build a career within financial services


• Varied and interesting workload


• Stable, office-based role with flexibility for a 4-day week

If you’re organised, personable, and take pride in delivering great work, we’d love to hear from you.

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