Financial administrator Work, Jobs in Clifton, Bst (with Salaries)

Financial Planning Administrator
Octagon Consultancy Ltd —Bristol
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Health & wellbeing programme
- Work from home
Quick apply
10d
Transfers Administrator
Hartley Pensions —Bristol
- £27,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- In-person
- Communication skills
Quick apply
9d
Loan Administrator
Great Western Credit Union —Bristol
- £26,227.50 a year
- Part-time
- Hybrid work
- Computer literacy
- Administrative experience
- Data entry
Quick apply
3d
Invoicing Administrator
Lancer Scott —Bristol
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
2d
HR Administrator
Bidfood —Chepstow
- £25,528.04 a year
- Human resources
- Employee discount
Quick apply
3d
Finance Administrator
Lighthouse Schools Partnership —Bristol
- £26,403 - £28,142 a year
- Part-time
- School
- Employee assistance programme
- Employee discount
Sales Ledger Administrator
ETM Contractors —Bristol
- £28,000 - £30,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
3d
Project Administrator
Optimised Group —Bristol
- Monday to Friday
- Data entry
- Organisational skills
- Communication skills
- Annual leave
- Life insurance
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
3d
Project Administrator
Stantec —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Contracts
- Communication skills
- Annual leave
14h
Accounts Administrator
Saturn Sales & Services Ltd —Axbridge
- £16 an hour
- Part-time
- Organisational skills
- In-person
- Communication skills
Quick apply
3d
Apprentice Team Administrator
Bristol NHS Foundation Trust —Bristol
- £25,272 a year
- Part-time
- Microsoft Outlook
- Data entry
- Typing
- Annual leave
9h
Service Administrator
Pickerings Lifts —Bristol
- Full-time
- Microsoft Office
- Administrative experience
- Data entry
- Free parking
- Annual leave
Quick apply
2d
Client Services Administrator
eXPD8 —Bristol
- Hybrid work
- Microsoft Powerpoint
- Computer literacy
- Life insurance
- Referral programme
1d
Technical Administrator
Skanska —Bristol
- Customer service
- Data entry
- Bereavement leave
9d
Freelance Administrator & Sales
Fortune Business Development Ltd —Bristol
- Up to £15 an hour
- Temporary
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Free parking
- Work from home
Quick apply
14d
Senior Administrator
Fromefield Manor School —Frome
- £14.85 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Housing and Central Support Officer (Housing & People)
HFT —Bristol
- £26,015.12 a year
- Full-time
- Administrative experience
- Time management
Quick apply
4d
Remarketing & Defleet Administrator
Ayvens —Bristol
- £27,030 a year
- Full-time
- Continuous improvement
- Organisational skills
- Computer skills
- Free parking
- Annual leave
8d
Antenatal Clinic Administrator
Royal United Hospitals Bath NHS Foundation Trust —Bath
- £25,760 - £27,476 a year
- Part-time
- Administrative experience
- Front desk
7d

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Financial Planning Administrator

Octagon Consultancy Ltd
Bristol

Quick apply

Job details

Permanent | Full-time
£28,000 - £35,000 a year
10 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
CRM software
Financial planning
Client engagement
Stakeholder liaison
Microsoft Office Suite
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 clifton, bst

Financial Planning Administrator

Transfers Administrator

Loan Administrator

Invoicing Administrator

HR Administrator

Finance Administrator

Sales Ledger Administrator

Project Administrator

IFA Senior Administrator

Project Administrator

Accounts Administrator

Apprentice Team Administrator

Service Administrator

Client Services Administrator

Technical Administrator

Freelance Administrator & Sales

Senior Administrator

Housing and Central Support Officer (Housing & People)

Remarketing & Defleet Administrator

Antenatal Clinic Administrator

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