Administrator, Office Administrator​/ Coordinator, Administrative​/Clerical

Job Title:

Administrator

Location:

Bristol (Pill) Salary:
Circa £30,000 (negotiable depending on experience) Reference: 10477 Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol (Pill). This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you’ll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm’s high standards of service.

Duties:
Preparing and processing paperwork for client meetings and applications Submitting business online and liaising with providers to ensure timely progress Managing client communications by phone and email, handling non-advice queries Collating research for recommendations and producing product quotations Maintaining and updating client records on the back-office system (Intelligent Office) Assisting with death claims and liaising with executors where required Producing management information (MI) reports for advisers Ensuring compliance with FCA guidelines and company procedures What’s on offer:
Salary:
Circa £30,000 (higher for experienced candidates) Hybrid working: 4 days in the office, 1 day working from home 21 days holiday (plus Christmas office closure and bank holidays, increases with service) Exam funding & professional development support Free parking 4x Death in Service & Critical Illness Cover Workplace pension 5% Flexible hours (8:30-4:30 average)

About you:

Previous experience in administration (financial services experience preferred) Excellent attention to detail and organisational skills Strong written and verbal communication skills Confident using Microsoft Word, Excel, and CRM systems A proactive, can-do attitude with the ability to manage your own workload Professional, reliable, and committed to delivering excellent client service This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial services.