Client Support Administrator - #2110599
tPS Recruitment
Date: 1 day ago
City: Bristol
Salary:
£28,000
-
£32,000
/ year
Contract type: Full time
Work schedule: Full day
- Experience within a Financial Planning / IFA environment
- Strong administration background
- Hybrid role - min 1 day a week in the office
An established, values-led financial planning firm is looking for a Financial Planning Administrator to support continued business growth.
This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together.
About You:
- Experience within a Financial Planning / IFA environment is essential
- Strong administration background
- Organised, efficient and process-minded
- Confident working closely with advisers
- Collaborative, approachable and supportive
- Open to improvement and positive change
The Role:
- New business processing and adviser support
- Client documentation and workflow management
- Supporting operational improvements and team consistency
- Helping improve communication, processes and efficiency
Competitive salary, hybrid working, strong benefits and a supportive culture.
If you’re an experienced professional within financial services looking, we’d love to hear from you.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Graduate Recruitment Consultant (10:30am - 7pm US Division)
Rise Technical Recruitment Limited,
£26,000
/ year
4 hours ago
Graduate Recruitment Consultant (10:30am - 7pm USA Division) Bristol City Centre £ Year Realistic Earnings: Up to 70K) + Quick Progression + Excellent Commission (Uncapped - up to 40%) + Social and Empowered Environment + International Opportunities + 10:30am Start...
Management Accountant - Umbrella
Lorien,
1 day ago
Management Accountant - Umbrella Our client, a leading financial services business, are recruiting for a Management Accountant to join the team on a contract basis at their offices in Bristol. ** HYBRID WORKING - with i ncreased office working during...
Managing Director/Operations Director
Focus Search and Selection,
£90,000
-
£130,000
/ year
1 day ago
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily...
