Senior administrator Work, Jobs in Yate, Gls (with Salaries)

IFA Senior Administrator
Aspirations Financial Planning —Bradley Stoke
- £27,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Analysis skills
- Free parking
- Life insurance
Quick apply
1d
Senior Administrator
Fromefield Manor School —Frome
- £14.85 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Transfers Administrator
Hartley Pensions —Bristol
- £27,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- In-person
- Communication skills
Quick apply
7d
Senior IT Analyst
Maintenance and Contracting Services (MCS) —Yate
- £32,000 - £37,500 a year
- Full-time
- Maintenance
- Analysis skills
- Continuous improvement
Quick apply
1d
Senior Administrator
Security Strong Holdings —Gloucester
- £27,000 - £30,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
Quick apply
12d
Interim Head of HR Support
Westonbirt Schools —Tetbury
- £33,000 - £36,000 a year
- Part-time
- Team management
- Conflict management
- Human resources
Quick apply
13d
Invoicing Administrator
Lancer Scott —Bristol
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
5h
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Senior Finance Officer
We The Curious —Bristol
- £34,000 - £36,000 a year
- Full-time
- Hybrid work
- School
- Annual leave
- Employee discount
Quick apply
2d
IFA Administrator / Client Support Administrator
Butler Toll —Swindon
- £26,000 - £32,000 a year
- Full-time
- CRM software
- Data entry
- Organisational skills
- Free parking
Quick apply
9d
Buyer
ATC Loudspeaker Technology —Stonehouse
- Full-time
- ERP systems
- Analysis skills
- Team management
- Free parking
Quick apply
3d
Accounts Payable Administrator (FTC - 2 mths+)
TXO Group —Chepstow
- Full-time
- Hybrid work
- Life insurance
Quick apply
2d
Office & Business Operations Manager
Miaris Group —Bath
- £24,420 - £40,000 a year
- Part-time
- Microsoft Word
- Hospitality
- Microsoft Excel
Quick apply
HR Administrator
Doubletree by Hilton Bristol City Centre —Bristol
- £14.92 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
12d
Medical Administrator
Private Secretary Group —Bristol
- £26,000 - £30,000 a year
- Full-time
- In-person
- Free parking
- Annual leave
Quick apply
Administration Team Lead
Gloucestershire Health and Care NHS Foundation Trust —Cirencester
- £28,392 - £31,157 a year
- Part-time
- Microsoft Office
- Administrative experience
- Leadership
12d
Apprentice Mortgage Financial Services Administrator
Warren & Co —Gloucester
- £15,600.00 - £24,784.50 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
14d
Senior Pensions Associate, DC
Gallagher Benefit Services —Bristol
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
IT Analyst
Telestream —Bristol
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- SharePoint
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
2d

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senior administrator jobs near yate, gls

IFA Senior Administrator

Aspirations Financial Planning
Bradley Stoke

Quick apply

Job details

Permanent | Full-time
£27,000 - £32,000 a year
1 day ago

Benefits

Free parking
Private dental insurance
Cycle to work scheme
Company pension
Private medical insurance
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Meeting coordination
Microsoft Outlook
Report generation
Stakeholder liaison
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Analysis skills
Organisational skills
Customer support
Financial services
Communication skills

Full job description

Job Overview

We are seeking a highly motivated and detail-oriented IFA Senior Administrator to join our dynamic financial services team. In this pivotal role, you will provide expert administrative support to Independent Financial Advisors (IFAs), ensuring seamless operations and exceptional client service. Your proactive approach, organizational skills, and comprehensive understanding of financial planning processes will drive efficiency and contribute to delivering outstanding financial solutions for our clients. This position offers an exciting opportunity to be part of a forward-thinking organization committed to professional growth and excellence in financial services.

Duties

Manage and coordinate the administrative activities related to client accounts, ensuring accuracy and compliance with regulatory standards
Prepare detailed report writing, analysis documents, and correspondence for internal teams and clients
Assist with financial planning documentation, including data collection, verification, and updating client records
Support the IFA team with scheduling meetings, managing calendars, and organizing client appointments using Microsoft Outlook
Maintain and update records using Microsoft Word, Excel, and other IT tools to ensure data integrity and easy retrieval
Provide exceptional customer service by addressing client inquiries promptly and professionally via phone or email
Conduct analysis of client portfolios and prepare reports to support financial advice sessions

Experience

Proven administrative experience within the financial services sector or a related field
Strong analysis skills with the ability to interpret financial data accurately
Excellent report writing capabilities with attention to detail and clarity
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and other relevant IT applications
Knowledge of financial planning processes and terminology is highly desirable
Exceptional communication skills for liaising effectively with clients, team members, and external partners
Strong organizational skills with the ability to manage multiple tasks efficiently and prioritize workload effectively
Experience in customer service roles within a professional environment is preferred
Familiarity with regulatory requirements in financial services will be advantageous

Join us as an IFA Senior Administrator and become an integral part of a vibrant team dedicated to delivering top-tier financial advice. We value proactive professionals who thrive in fast-paced environments and are eager to grow their expertise in financial planning while providing outstanding support to our clients.

Pay: £27,000.00-£32,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Free parking
Life insurance
On-site parking
Private dental insurance
Private medical insurance

Work Location: Hybrid remote in Bradley Stoke BS32

Quick apply

Refine Your Search

senior administrator jobs in yate, gls

IFA Senior Administrator

Senior Administrator

Transfers Administrator

Senior IT Analyst

Senior Administrator

Interim Head of HR Support

Invoicing Administrator

Senior Pensions Administrator

Senior Finance Officer

IFA Administrator / Client Support Administrator

Buyer

Accounts Payable Administrator (FTC - 2 mths+)

Office & Business Operations Manager

HR Administrator

Medical Administrator

Administration Team Lead

Apprentice Mortgage Financial Services Administrator

Senior Pensions Associate, DC

Client Administrator Team Leader - Financial Planning - Bristol

IT Analyst

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