Entrepreneur Work, Jobs in Bristol, Bst (with Salaries)

Financial Planning Administrator
Octagon Consultancy Ltd —Bristol
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health & wellbeing programme
- Work from home
Quick apply
4d
Customer Experience Assistant
Business Cyber Centre (BCC) —Chippenham
- £26,227.50 a year
- Full-time
- Customer service
- Computer networking
- IT
- Employee assistance programme
- Employee discount
Quick apply
8d
Workplace Engineer
Capgemini Sogeti —Bristol
- Hybrid work
- Microsoft Outlook
- Windows
- AWS
12d
ServiceNow Implementation Specialist
Capgemini —Bristol
- Hybrid work
- Sales
- Customer service
- AWS
Workplace Engineer
Capgemini —Bristol
- Hybrid work
- Microsoft Outlook
- Windows
- AWS
11d
Sales Development Representative
ELEVATE EMEA —Bristol
- Remote
- Sales
- Customer service
- Organisational skills
Quick apply
Public Sector Audit Assistant Manager
Grant Thornton UK LLP —Bristol
- Full-time
- Hybrid work
- Project management
- School
L3 Network Engineer
Capgemini Sogeti —Bristol
- Hybrid work
- Azure
- AWS
- Computer networking
Economic Development Officer
Monmouthshire County Council —Usk
- £34,434 - £38,220 a year
- Temporary
- School
Engineering Manager
NMI —Bristol
- £80,000 - £100,000 a year
- Full-time
- Remote
- Computer Science
- Engineering
- Bachelor's degree
- Employee assistance programme
- Employee discount
Quick apply
Principal DevSecOps Engineer
Capgemini Sogeti —Bristol
- AWS
- Computer networking
- Python
3d
Centre Manager
Business Cyber Centre (BCC) —Chippenham
- Up to £45,000 a year
- Full-time
- Sales
- Computer networking
- Leadership
Quick apply
8d
Head of Labs
Grant Thornton UK LLP —Bristol
- Full-time
- IT
3d
Associate Manager/Manager, VAT Advisory
Gravita —Bristol
- Hybrid work
- Business development
- Team management
- Organisational skills
Quick apply
Corporate Tax Manager
Kilsby Williams Chartered Accountants —Newport
- Hybrid work
- Tax experience
MS Lead Architect
Capgemini —Bristol
- Hybrid work
- AWS
- Travel
- Contracts
14d
I&C Engineer - Nuclear
ALTEN —Bristol
- Full-time
- Engineering
- Programmable logic controllers
- Electrical Engineering
Quick apply
Mixed Tax Manager
Kilsby Williams Chartered Accountants —Newport
- Hybrid work
- Tax experience
Estate Agent
RE/MAX Scotland —Alford
Innovation Manager
Science Creates —Bristol
- £35,000 - £40,000 a year
- Full-time
- Doctoral degree
- Master's degree
- Project management
- Free parking
- Annual leave

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Financial Planning Administrator

Octagon Consultancy Ltd
Bristol

Quick apply

Job details

Permanent | Full-time
£28,000 - £35,000 a year
4 days ago

Benefits

Health & wellbeing programme
Cycle to work scheme
Company pension
Work from home
Employee assistance programme
Pay rise
Life insurance
Sick pay

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Customer relationship management

Full job description

A successful firm of Chartered Financial Planners are seeking an experienced Financial Planning Administrator to work with our Paraplanners & Financial Planners.

We’re based in Clifton, close to Whiteladies Road, in recently renovated offices offering a great open-plan team working space, with facilities that include a fully equipped kitchen, a team break-out room, and an outside area to enjoy when the sun shines; also, somewhere to park a bike if you like to cycle to work.

You’ll work with experienced Financial Planners who have built a long-standing, loyal client-base of mainly business-owners & entrepreneurs.

We’re looking for someone who enjoys working within, and wants to make an impact in a small-medium sized business. You’ll be self-motivated, highly organised and process driven. A key part of your role will be to provide our clients with an exceptional level of service, developing and maintaining client relationships, whilst continually seeking to improve the overall client experience.

What will your day look like?

· Working closely with our Paraplanners.

· Preparing applications forms and associated paperwork for the advice process.

· Onboarding new clients and processing new business.

· Liaising with product providers, DFMs and other associated third parties.

· Handling client enquiries, via phone/email etc.

· Processing LOAs and policy information gathering.

· Maintaining accurate client records.

· Processing clients’ requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches.

We welcome applications from those who:

· Have gained administrative experience within an IFA/Financial Planning firm or a financial services platform company.

· Are competent in the use of Microsoft Office including Word, Excel, Outlook, and PowerPoint and Industry Platforms such as Transact, Fusion etc.

· Are organised, pro-active and able to deliver to meet deadlines.

· Have a keen eye for detail together with a process driven approach.

· Confidently communicate, both in verbal and written form.

· Can work independently, yet also contribute well within a team.

· Have a minimum of 4 GCSEs Grade C or above, including Maths and English.

· Ideally have experience of using Enable back-office system/CRM – this would be advantageous, although not essential as full training will be provided.

Salary: £28,000-£35,000 per annum (dependent on experience) + annual bonus

Hours: Full-time; Monday-Friday 9.00 am-5.30 pm or 8.30 am to 5.00 pm (1 hour lunch)

What’s in it for you:

Hybrid working arrangement (3 days in office, 2 at home after probation period)
Discretionary annual bonus
Individual Pension matched with employer contribution up to a maximum of 5%
Life Assurance
Group Income Protection
Employee Assistance Programme
25 days holiday + Public Holidays (rising to a maximum of 30 days with length of service)
Study support for professional qualifications, 2 days paid study leave per exam, and salary increase upon exam passes.

Job Types: Full-time, Permanent

Pay: £28,000.00-£35,000.00 per year

Benefits:

Company pension
Health & wellbeing programme
Life insurance
Sick pay
Work from home

Work Location: Hybrid remote in Bristol BS8 2SY

Quick apply

Refine Your Search

entrepreneur jobs in bristol, bst

Financial Planning Administrator

Customer Experience Assistant

Workplace Engineer

ServiceNow Implementation Specialist

Workplace Engineer

Sales Development Representative

Public Sector Audit Assistant Manager

L3 Network Engineer

Economic Development Officer

Engineering Manager

Principal DevSecOps Engineer

Centre Manager

Head of Labs

Associate Manager/Manager, VAT Advisory

Corporate Tax Manager

MS Lead Architect

I&C Engineer - Nuclear

Mixed Tax Manager

Estate Agent

Innovation Manager

I want to receive the latest job alerts for entrepreneur in bristol, bst

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