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Financial Services Administrator

  • Bristol
  • Permanent
  • £20,000 - £26,000 + Bonus and Benefits

Job details.

We are working with a market leading, national Financial Services organisation to recruit a Financial Services Administrator. This position will work within the companies growing Financial Planning division providing support to Financial Advisers, Paraplanners and Senior Administrators.  

This is a great opportunity to join a friendly & professional practice who are at an exciting stage of growth. You will be provided with first class training throughout your employment, you will be supported for any market exams and there will be plenty of opportunities to progress.

Duties include:

  • Prepare information for reports
  • Liaise with third parties including providers to obtain information
  • Maintain accurate client information on the internal back office system
  • Assist with onboarding new clients
  • Opening and handling client post
  • General administration for the overall department

Our client is looking to recruit an individual with a genuine interest in the Financial Services industry. To be considered you should either have previous experience as an Administrator within a Financial Services environment or will be a graduate who is looking to get a foot in the door (ideally with a relevant degree such as economics, business etc).

If you are looking to start a long term career within the financial services industry this opportunity could be for you!


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management
  4. Pensions

Thomas Williams

Director - Financial Services

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