Job Description
Administrator, Financial Services Industry
£25,000pa - £30,000pa doe
Bristol (Pill) - Fully office-based
Full-time, Permanent
Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation?
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 promptly.
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 applica...
£25,000pa - £30,000pa doe
Bristol (Pill) - Fully office-based
Full-time, Permanent
Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation?
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 promptly.
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 applica...