Senior service administrator Work, Jobs in Patchway, Gls (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
Senior Administrator
Fromefield Manor School —Frome
- £14.85 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
Senior Administrator
Sirona care & health CIC —Bristol
- £28,392 - £31,157 a year
- Full-time
- Management
- Annual leave
10d
Senior HR Administrator
Lancer Scott —Bristol
- £28,000 - £32,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
Senior HR Shared Services Administrator
Renishaw —Wotton-under-Edge
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Free parking
- Employee assistance programme
1d
Commercial Administrator (Site-based)
Kane Group —Bristol
- Full-time
- Microsoft Outlook
- ERP systems
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
3d
School Administrator
Elementa Support Services —Bristol
- £12 - £15 an hour
- Administrative experience
- Organisational skills
- Front desk
Quick apply
2d
Senior Payroll Advisor
Zellis —Bristol
- Hybrid work
- Communication skills
- Time management
- Annual leave
9d
Medical Receptionist/Administrator
Trosnant Lodge Medical Practice —Pontypool
- From £12.71 an hour
- Overtime
- English
- Administrative experience
- Front desk
- Store discount
- Annual leave
Quick apply
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
Case Administrator - Worle Probation Office (South West) - Full Time
HM Prison & Probation Service —Weston-super-Mare
- £20,001 - £30,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
13d
Senior Finance Officer
We The Curious —Bristol
- £34,000 - £36,000 a year
- Full-time
- Hybrid work
- School
- Annual leave
- Employee discount
Quick apply
Electronic Working Administrator
Williams Lea —Newport
- £24,478.13 a year
- Part-time
- Hybrid work
- Computer literacy
- Data entry
- Typing
- Free parking
- Referral programme
Band 3 Monitoring and Compliance Administrator - Bristol
Avon and Wiltshire Mental Health Partnership NHS Trust —Bristol
- £25,760 - £27,476 a year
- Part-time
9d
Invoicing Administrator
Lancer Scott —Bristol
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
Senior HR Adviser x 2
North Somerset Council —Weston-super-Mare
- £35,412 - £41,771 a year
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Human resources
- Annual leave
1d
Case Administrator Supervisor - Casualty Injury
DAC Beachcroft —Newport
- Computer literacy
- Analysis skills
- Supervising experience
Quick apply
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Microsoft Word
- Computer literacy
- Mentoring
- Employee discount
- Referral programme
Sr Customer Success Manager
Jeppesen U.K. Limited —Bristol
- Conflict management
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
De-Risking Operations Lead
XPS Pensions Group —Bristol
- Full-time
- Continuous improvement
- Team management
- Organisational skills
- Employee discount
- Referral programme

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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

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 service administrator jobs in patchway, gls

IFA Senior Administrator

Senior Administrator

Senior Administrator

Senior HR Administrator

Senior HR Shared Services Administrator

Commercial Administrator (Site-based)

School Administrator

Senior Payroll Advisor

Medical Receptionist/Administrator

Talent Acquisition Business Partner (Wealth Management)

Case Administrator - Worle Probation Office (South West) - Full Time

Senior Finance Officer

Electronic Working Administrator

Band 3 Monitoring and Compliance Administrator - Bristol

Invoicing Administrator

Senior HR Adviser x 2

Case Administrator Supervisor - Casualty Injury

Senior Pensions Administrator

Sr Customer Success Manager

De-Risking Operations Lead

I want to receive the latest job alerts for senior service administrator in patchway, gls

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