Financial administrator Work, Jobs in Filton, Gls (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
Legal Administrator Bristol
Bevan Brittan —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
Senior Administrator (Project Assurance)
Wildfowl and Wetlands Trust —Slimbridge
- £28,683 a year
- Microsoft Office
- Travel
- Free parking
- Annual leave
Finance Administrator
Lighthouse Schools Partnership —Bristol
- £26,403 - £28,142 a year
- Part-time
- English
- IT
- School
- Employee assistance programme
- Employee discount
10d
Office Manager
Future Stars Coaching —Clevedon
- Up to £32,000 a year
- Part-time
- Childcare
- Customer service
- Analysis skills
- Health & wellbeing programme
- Employee discount
Quick apply
12d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
Transfers Administrator
Hartley Pensions —Bristol
- £27,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- IT
Quick apply
3d
Project Administrator
Optimised Group —Bristol
- Monday to Friday
- Administrative experience
- Data entry
- Organisational skills
- Annual leave
- Life insurance
9d
Sales Administrator
Peak Technologies —Chippenham
- Full-time
- Hybrid work
- Sales
- Administrative experience
Quick apply
Accounts & Payroll Administrator
Oldland Electrical Services Ltd —Chippenham
- From £22,000 a year
- Part-time
- Microsoft Excel
- Accounting
- Organisational skills
- Free parking
- Annual leave
Quick apply
Accounts Payable Administrator
Monmouthshire —Monmouth
- Full-time
- Microsoft Office
- Data entry
- Organisational skills
12d
Patient Administrator
Circle Health Group —Bath
- £26,265 a year
- Full-time
- Employee discount
- Life insurance
2d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Remarketing & Defleet Administrator
Ayvens —Bristol
- £27,030 a year
- Full-time
- Customer service
- Organisational skills
- Contracts
- Free parking
- Annual leave
2d
PIM Data Cleansing Administrator (1 year fixed-term)
Lovehoney Group —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- English
- Work from home
- Employee discount
Quick apply
8d
Online Producer
Aardman —Bristol
- Project management
10d
Partnerships Teaching Assistant
Aardman —Bristol
- Project management
- Communication skills
10d
Technical Administrator
Skanska —Bristol
- Bereavement leave
3d
Antenatal Clinic Administrator
Royal United Hospitals Bath NHS Foundation Trust —Bath
- £25,760 - £27,476 a year
- Part-time
1d
Sr Customer Success Manager
Jeppesen U.K. Limited —Bristol
- Salesforce
- Contracts
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

I want to receive the latest job alerts for financial administrator in filton, gls

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

Explore jobs in more locations

financial administrator jobs near filton, gls

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

financial administrator jobs in filton, gls

Financial Planning Administrator

Legal Administrator Bristol

Senior Administrator (Project Assurance)

Finance Administrator

Office Manager

Trainee Paraplanner

Transfers Administrator

Project Administrator

Sales Administrator

Accounts & Payroll Administrator

Accounts Payable Administrator

Patient Administrator

Client Services Supervisor

Remarketing & Defleet Administrator

PIM Data Cleansing Administrator (1 year fixed-term)

Online Producer

Partnerships Teaching Assistant

Technical Administrator

Antenatal Clinic Administrator

Sr Customer Success Manager

I want to receive the latest job alerts for financial administrator in filton, gls

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected