Senior client advisor Work, Jobs in Bristol, Eng (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
2d
B2B Senior Account Manager
Walker & Sloan —Bristol
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Profit sharing
- Annual leave
9d
Senior Environmental Advisor
Kier Group —Bristol
- £45,403 a year
- Part-time
- Travel
- Communication skills
- Flexible schedule
3d
Junior Customer Service Advisor
Home Leisure Direct Ltd —Thornbury
- £26,600 - £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
- Health & wellbeing programme
Quick apply
Recruitment Advisor
Osborne Clarke —Bristol
- Hybrid work
- Organisational skills
6d
Senior
Saffery —Bristol
- Full-time
- Hybrid work
- Organisational skills
- Tax experience
- Profit sharing
- Annual leave
Group Accountants
Bristol City Council —Bristol
- £42,839 - £50,269 a year
- Part-time
- Presentation skills
- Continuous improvement
- Accounting
Senior Commercial Decarbonisation Consultant
Smart Energy Homes Ltd —Cwmbran
- From £50,000 a year
- Full-time
- Hybrid work
- Business development
Quick apply
2d
Senior User Researcher
Serco Group —Bristol
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- AI
- Employee assistance programme
- Employee discount
Client Executive Leader – Large & Complex Corporate Clients
Marsh —Bristol
- Full-time
- Management
- Analysis skills
- Leadership
Senior Assistant, Global Strategic Insights Center
Deloitte —Bristol
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Data and Benefits and Operations Senior Associate
Pwc UK —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Business development
- Analysis skills
Business Development Manager - Financial Services
Avanade —Bristol
- Sales
- Business development
- IT
- Paid training
Business Development Manager (Maritime)
CGI —Chippenham
- Full-time
- Sales
- Business development
- Presentation skills
Quick apply
Qualified Auditor (Senior Associate) – Charities & Not-for-Profit (NFP)
Gravita —Bristol
- Hybrid work
- Project management
- Training & development
- Leadership
Quick apply
9h
Housing Advisor
Bath and North East Somerset Council —Keynsham
- £17.85 - £19.32 an hour
- Call to connect
- Communication skills
- Work from home
HR Business Partner
Saffery —Bristol
- Full-time
- Continuous improvement
- Travel
Senior / Associate Project Manager Defence
Turner & Townsend —Bristol
- Full-time
- Hybrid work
- Project management
- No degree
- Leadership
Quick apply
Advisory Consultant - Transaction Advisory
AECOM —Bristol
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
Business Agent
Christie & Co —Bristol
- Sales
- Microsoft Office
- Hotel
- Referral programme

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senior client advisor jobs near bristol, eng

IFA Senior Administrator

Aspirations Financial Planning
Bradley Stoke

Quick apply

Job details

Permanent | Full-time
£27,000 - £32,000 a year
2 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

senior client advisor jobs in bristol, eng

IFA Senior Administrator

B2B Senior Account Manager

Senior Environmental Advisor

Junior Customer Service Advisor

Recruitment Advisor

Senior

Group Accountants

Senior Commercial Decarbonisation Consultant

Senior User Researcher

Client Executive Leader – Large & Complex Corporate Clients

Senior Assistant, Global Strategic Insights Center

Data and Benefits and Operations Senior Associate

Business Development Manager - Financial Services

Business Development Manager (Maritime)

Qualified Auditor (Senior Associate) – Charities & Not-for-Profit (NFP)

Housing Advisor

HR Business Partner

Senior / Associate Project Manager Defence

Advisory Consultant - Transaction Advisory

Business Agent

I want to receive the latest job alerts for senior client advisor in bristol, eng

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