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Do you have extensive administrative experience and a desire to advance your career in financial services?Our client, a leading specialist in investment management and financial planning, is seeking a Senior Administrator to join their Bristol office.You will:
- Meet business targets while delivering excellent client service
- Uphold company values and stay updated on technical, legislative, and product changes through training
- Ensure compliance with firm procedures, FCA rules, and financial crime regulations
- Maintain accurate client records and workflows on internal systems
- Manage new business, servicing changes, and client portfolios, keeping stakeholders informed
- Oversee admin workflows, support process improvements, and assist with team training and peer reviews
Your skills and experience:
- Maintain or work towards basic technical knowledge and relevant qualifications for the role
- Understand the firm’s record-keeping requirements in detail
- Have a clear understanding of providing compliant advice to clients as outlined in the firm’s compliance procedures
- Be proficient in relevant computer packages, including Word and Excel
- Demonstrate excellent attention to detail, organisation, and time management skills
- Exhibit strong communication skills
If this sounds like you, apply today!
