Financial advisor Work, Jobs in Thornbury, Bst (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
4d
Employee Relations Advisor
Diligenta —Bristol
- £39,964 a year
- Full-time
- Training & development
- Employee assistance programme
Quick apply
Head of Retention Pricing
RAC —Bristol
- Analysis skills
- Presentation skills
- Leadership
Employment Law Advisor
Zellis —Bristol
- Research
- Human resources
- AI
- Annual leave
22h
Finance Systems Governance Advisor
BAE Systems —Glascoed
- £38,000 a year
- Microsoft Access
11d
HR Advisor
Fidelity International —Kingswood
- Full-time
- Data analysis skills
- Analysis skills
- Human resources
9d
Management Accountant
Curious Universe UK Limited —Bath
- Full-time
- Microsoft Excel
- Data analysis skills
- Organisational skills
- Health & wellbeing programme
- Employee discount
Quick apply
Mortgage Advisor
Fish4Mortgage —Weston-super-Mare
- £50,000 - £75,000 a year
- Full-time
- Customer service
- Basic maths
- Financial services
- Free parking
Quick apply
5d
Talent Acquisition Business Partner (Wealth Management)
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
19h
Project Accountant
LUC —Bristol
- £28,875 - £31,500 a year
- Full-time
- Hybrid work
- English
- Travel
- In-person
- Profit sharing
- Flexitime
Quick apply
Tax Senior, EMEA
Vantage Data Centers UK Management Company Ltd —Newport
- Communication skills
- Tax experience
- Annual leave
Quick apply
8d
Account Manager
Routeco —Bristol
- Full-time
- Leadership
- Communication skills
- Annual leave
- Employee discount
Quick apply
Advisory Consultant - Transaction Advisory
AECOM —Bristol
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
Corporate Tax Associate / Senior Associate
Burges Salmon —Bristol
- Part-time
- Hybrid work
- Tax experience
Business Development Manager - Financial Services
Avanade —Bristol
- Customer service
- Business development
- Contracts
- Paid training
Registered Service Manager
Centre Peace Homes Ltd —Bristol
- £45,000 - £55,000 a year
- Full-time
- Management
- Organisational skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
9d
Group Accountants
Bristol City Council —Bristol
- £42,839 - £50,269 a year
- Part-time
- Presentation skills
- Continuous improvement
- Accounting
Sales Assistant
Superdrug —Newport
- £9.75 - £13.00 an hour
- Weekend availability
- Customer service
- Communication skills
- Store discount
- Employee discount
3d
Customer Service Advisor
water2business —Bristol
- Weekend availability
- Communication skills
- Annual leave
- Work from home
Sales Advisor
Bloor Homes —Gloucester
- Weekend availability
- Sales
- Employee discount

I want to receive the latest job alerts for financial advisor in thornbury, bst

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

IFA Senior Administrator

Aspirations Financial Planning
Bradley Stoke

Quick apply

Job details

Permanent | Full-time
£27,000 - £32,000 a year
4 days 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

financial advisor jobs in thornbury, bst

IFA Senior Administrator

Employee Relations Advisor

Head of Retention Pricing

Employment Law Advisor

Finance Systems Governance Advisor

HR Advisor

Management Accountant

Mortgage Advisor

Talent Acquisition Business Partner (Wealth Management)

Project Accountant

Tax Senior, EMEA

Account Manager

Advisory Consultant - Transaction Advisory

Corporate Tax Associate / Senior Associate

Business Development Manager - Financial Services

Registered Service Manager

Group Accountants

Sales Assistant

Customer Service Advisor

Sales Advisor

I want to receive the latest job alerts for financial advisor in thornbury, bst

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected