Job Title: Financial Administrator
Industry: Financial Services
Location: Bristol
Salary: £35,000
Job Reference: 10052


Job Description:


Our client is a rapidly growing company with a strong track record of providing top-quality financial planning and investment advice to their clients. As a result of this growth, we are looking for a Client Delivery Associate to join the team in Bristol.


The successful candidate will be responsible for providing administrative support to a senior financial adviser and their clients, ensuring the smooth and efficient service. This role requires excellent organisational skills, attention to detail, and the ability to work effectively under pressure.




Key responsibilities include:


*Maintaining relationships with clients and colleagues
*Point of contact for clients and new business queries
*Arrange and prepare for a client meeting
*Processing business and pipeline management
*Prepare illustrations, key features, and applications
*Coordinate and produce client valuations
*Maintain client records


Benefits:
*Salary of circa £35,000.
*Fantastic company culture, be part of a team working within an award-winning practice.
*Hybrid working opportunities, 3 in the office 2 at home.
*Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
*Comprehensive training and exam support with time provided to study and sit the qualifications.


Skills and experience required:
*Experience within the financial service industry as an administrator
*Client-focused with strong customer service skills.
*Proficient with IT software such as Microsoft packages.
*Strong work ethic and communication skills.