Financial services Administrator

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Administrator – Financial Services

Bristol Full-time (office-based) – 4 days considered Salary up to £32,000

About the role

We’re looking for a proactive and detail-oriented Administrator to join a friendly and professional financial services team. This is a fantastic opportunity to be part of a supportive environment where your work plays a key role in delivering high-quality service to clients.

You’ll be at the heart of the business, supporting advisers and ensuring everything runs smoothly behind the scenes , from preparing client documentation to liaising with providers.

What you’ll be doing

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• Preparing and organising paperwork for client meetings
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• Submitting applications and processing new business
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• Managing and updating client information on internal systems
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• Liaising with clients and providers (phone and email)
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• Answering client queries (non-advice based)
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• Supporting advisers with research and quotations
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• Chasing providers for information and progress updates
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• Producing reports and maintaining accurate records
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• Assisting with a variety of administrative and operational tasks
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What we’re looking for

We’re keen to hear from candidates who are:

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• Highly organised with strong attention to detail
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• Confident communicators, both written and verbal
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• Proactive and able to use their own initiative
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• Comfortable managing multiple tasks and priorities
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• A team player with strong relationship-building skills
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• IT literate, with good knowledge of Microsoft Office
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Experience & background

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• Previous administration experience is essential
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• Financial services environment exposure either life office, provider, network or wealth managemnet or IFA
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• Willingness to learn and develop within the role
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Why join?

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• Friendly and supportive team environment
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• Opportunity to build a career within financial services
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• Varied and interesting workload
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• Stable, office-based role with flexibility for a 4-day week
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If you’re organised, personable, and take pride in delivering great work, we’d love to hear from you.