Senior financial administrator Work, Jobs in Bristol Bs34 (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
6d
Senior Finance Officer
We The Curious —Bristol
- £34,000 - £36,000 a year
- Full-time
- Hybrid work
- School
- Annual leave
- Employee discount
Quick apply
7d
Transfers Administrator
Hartley Pensions —Bristol
- £27,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- In-person
- Communication skills
Quick apply
12d
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Team management
- Training & development
- Leadership
Sr Customer Success Manager
Jeppesen U.K. Limited —Bristol
- Conflict management
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Associate - Professional & Financial Risks
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Business development
IT Analyst
Telestream —Bristol
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- SharePoint
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
7d
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
3d
De-Risking Operations Lead
XPS Pensions Group —Bristol
- Full-time
- Continuous improvement
- Team management
- Organisational skills
- Employee discount
- Referral programme
Senior Manager, ServiceNow Transformation Architect
Deloitte —Bristol
- Hybrid work
- Business development
- Mentoring
- Agile
Project Manager
Kier Group —Bristol
- Part-time
- Management
- Project management
- Travel
- Flexible schedule
Quantity Surveyor
Fulkers Bailey Russell —Bristol
- Full-time
- Hybrid work
- Databases
- Business development
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Senior Engineer
Kier Group —Bristol
- Part-time
- Civil engineering
- Flexible schedule
3d
Case Administrator Supervisor - Casualty Injury
DAC Beachcroft —Newport
- Computer literacy
- Analysis skills
- Supervising experience
Quick apply
12d
Manager, Technical Lead, ServiceNow
Deloitte —Bristol
- Hybrid work
- Business development
- Mentoring
- Agile
14d
Apprentice Team Administrator
Bristol NHS Foundation Trust —Bristol
- £25,272 a year
- Part-time
- Microsoft Outlook
- Data entry
- Typing
- Annual leave
3d
Engineer
Kier Group —Bristol
- Part-time
- Civil engineering
- Flexible schedule
3d
Business Manager - Permanent - Bristol - Bristol & South Gloucestershire PDU (10206720)
HM Prison & Probation Service —Bristol
- £30,001 - £50,000 a year
- Full-time
- Hybrid work
- Management
- English
- Presentation skills
- Annual leave
- Employee discount
6d
PDU Business Manager - Permanent - Chippenham, Salisbury & Swindon - Swindon & Wiltshire PDU (10206760)
HM Prison & Probation Service —Chippenham
- £30,001 - £50,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Team management
- Annual leave
- Employee discount
1d

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IFA Senior Administrator

Aspirations Financial Planning
Bradley Stoke

Quick apply

Job details

Permanent | Full-time
£27,000 - £32,000 a year
6 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 financial administrator jobs in bristol bs34

IFA Senior Administrator

Senior Finance Officer

Transfers Administrator

Client Administrator Team Leader - Financial Planning - Bristol

Sr Customer Success Manager

Senior Associate - Professional & Financial Risks

IT Analyst

Talent Acquisition Business Partner (Wealth Management)

De-Risking Operations Lead

Senior Manager, ServiceNow Transformation Architect

Project Manager

Quantity Surveyor

Senior Engineer

Case Administrator Supervisor - Casualty Injury

Manager, Technical Lead, ServiceNow

Apprentice Team Administrator

Engineer

Business Manager - Permanent - Bristol - Bristol & South Gloucestershire PDU (10206720)

PDU Business Manager - Permanent - Chippenham, Salisbury & Swindon - Swindon & Wiltshire PDU (10206760)

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