11 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...

Financial Planning Administrator - Broadway near Evesham (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Broadway near Evesham. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within...

Berry Recruitment are NOW hiring for a committed and experienced Customer Service Administrator to work for a company in Abingdon, Oxfordshire Role: Sales Order Administrator Salary : 28,000 per annum Location: Abingdon, Oxfordshire Hours: 9am - 5pm, Monday - Friday Key Responsibilities of the Customer Service Administrator: Processing orders received from customers via email Processing orders received from customers via amazon portal Assist in the effective liaison, support and assistance between customer services department and Rest of organisation (particularly sales department) Maintaining mechanisms for surveying and measuring customer satisfaction and disseminate Feedback to the appropriate internal entities Using the crm system to manage the functions of receiving, assessing, analysing, resolving and Documenting customers' issues and complaints in accordance with agreed requirements Generate daily metrics report and send it to the ceo and finance...

Our client, a well-established and growing Independent Financial Planning firm, is seeking a Compliance Administrator to join their team. This is an excellent opportunity for someone with experience within the Financial Planning industry who is looking to develop their career within compliance and regulation. The successful candidate will support the Compliance Manager and wider Compliance function in delivering a high-quality, efficient and compliant service across the business. Key Responsibilities Support the Compliance Manager and wider team with day-to-day compliance activities Conduct risk assessments to identify and evaluate compliance risks Monitor adherence to regulatory requirements, internal policies and industry best practice Assist with quarterly adviser 1:1 meetings, including KPI reviews Support file checking activities and provide feedback to advisers Assist with adviser observations and competency assessments Support annual FIT assessments, competency...

PA / Wealth Planning Administrator (Wealth Planning) FULLY REMOTE - SJP Partner Practice Salary: £35,000 - £45,000 depending upon experience About the Opportunity Our client is a successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced PA/Administrator to join their team. The Role This role suits someone who is hands-on, highly organised and comfortable balancing providing 1-1 PA support to the MD with detailed administrative work. Key Responsibilities Provide high-level PA support to the Practice Principal Manage administration across reviews and servicing Communicate professionally with clients via email, phone and video Maintain accurate, compliant records using SJP systems Identify opportunities to refine processes and improve client experience Serve as escalation point for complex...

Morgan McKinley is looking for an experienced Accounts Payable professional to work for a lovely company based in the Guildford area. The Accounts Payable role will be working on a hybrid basis, managing the purchase ledger process from start to finish, balance sheet reconciliations and payments. This is a great varied accounts payable - purchase ledger job opportunity that also involves supporting the review of the current AP process and suggesting improvements! Salary: 35-38K Location: Hybrid working - Guildford, Surrey. 3 days office based Accounts Payable duties: Managing the AP function, processing of purchase invoices and purchase orders Supplier statement reconciliations Balance sheet reconciliations Journals Prepare payment runs Review the AP process and suggest improvements Skills and experience: Proven accounts payable, purchase ledger experience working in a similar finance role Able to manage the AP function and suggest new ways of working /...

Pensions Administrator Governance Coordinator Senior Administrator Location: Hybrid (London & South East travel required) Working Pattern: Full-time About the Opportunity My client is expanding and looking for a highly organised Administrator or Governance Coordinator to support their pensions consulting team. This role is ideal for someone who thrives in a fast-paced, professional services environment and can hit the ground running , supporting senior stakeholders, clients, and trustee boards. Pensions experience is helpful but not essential. Strong administrators from corporate, financial services, or consulting environments are encouraged to apply. Key Responsibilities Meeting & Governance Support Prepare trustee board and committee meeting agendas Schedule and organise meetings across multiple stakeholders Distribute papers, reports and key documentation Take accurate minutes and maintain records of decisions Track actions and ensure...

Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is...