4 jobs found in Bristol

We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key...

IFA Administrator - 2 days home working option - Gloucester based An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement , offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment . Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration...

IFA Support Administrator - Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms...

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis. This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments. The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes. Responsibilities: New Business & Client Administration -Process new business applications and associated paperwork through to submission -Carry out client identity verification checks where required -Chase applications, transactions and client requests...