Financial Services Sales Support in Bristol

  • Displaying 8 jobs of 8

Financial Planning Administrator

Location Weston-Super-Mare
Salary £18,000 - £25,000 Per Annum
Type Permanent
Ref 56943

Our client is currently looking for an Administrator to join their Financial Planning department based in their Weston-Super-Mare office. You will be responsible for providing administrative support to Consultants, ensuring all client information is entered onto Client Database system, dealing with enquiries preparation of client valuations and reviews and processing and tracking new business.   What’s needed for […]

IFA Administrator (Part-Time)

Location Newport
Salary £16,000 - £20,000 Per Annum
Type Permanent
Ref 56779

This is an opportunity for a Part Time IFA Administrator to join a modern, professional and respected Independent Financial Adviser practice. The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a personalised service. The Opportunity A fantastic opportunity has been created for an administrator to […]

IFA Administrator

Location Bristol
Salary £19,000 - £23,000 Per Annum
Type Permanent
Ref 56752

At this company, smooth processes and systems are the keys to their success. They’re in need of an IFA Administrator with excellent organisation skills and a personable disposition to keep them thriving. The ideal candidate has a natural ability to roll with the punches, being flexible to handle anything that might come their way. You’ll […]

Technical IFA Administrator

Location TROWBRIDGE
Salary £20,000 - £23,000 Per Annum
Type Permanent
Ref 54924

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. […]

Wealth Management PA

Location BATH
Salary £25,000 - £35,000 Per Annum
Type Permanent
Ref 53591

The client: This is a truly fantastic company that put the hearts of their clients at the centre of everything they do. As a major leader within the area they consider themselves a trusted name with lasting reputation. You will be working in a modernised office with great people striving for excellence.   Responsibilities: Engage […]

Client Services Executive / Employee Benefits Administrator

Location BATH
Salary £18,000 - £25,000 Per Annum
Type Permanent
Ref 43334

The Client: An exciting opportunity for an administrator has opened at a highly regarded national financial planning firm that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients. They pride themselves on the highest level of personal advice and professionalism that they provide each and every client. You […]

**Report Writer (Financial Administrator)**

Location BATH
Salary £18,000 - £20,000 Per Annum
Type Permanent
Ref 41018

Job Title: Report Writer (Financial Administrator) Salary: £18,000 – £20,000 Location: Bath                     The Client: Our client is highly reputable IFA firm with a presence that covers the south of England, spanning the South West to London. We are now looking for an additional person to join the team, progress from within and enhance their […]

Report Writer (Financial Administrator)

Location BATH
Salary £18,000 - £20,000 Per Annum
Type Permanent
Ref 40029

Job Title: Report Writer (Financial Administrator) Salary: £18,000 – £20,000 Location: Bath                     The Client: Our client is highly reputable IFA firm with a presence that covers the south of England, spanning the South West to London. We are now looking for an additional person to join the team, progress from within and enhance their […]