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Financial Services Admin

Job description

I am working with a financial planning firm in North Bristol who are looking to expand their review team and looking to bring on an induvial who has some financial services administration experience and looking for the opportunity to join a supportive, professional (but not corporate) friendly business.

Benefits within the role:

  • Private medical insurance
  • Group pension
  • Group income protection
  • Group life cover
  • Study and exam support
  • On site parking
  • Part time applicants will be considered - 4 days a week with a Monday being covered

This role will see you working within the review team alongside 3 other members, preparing the client files for the Financial Planners, managing the Planners diary, dealing with clients via the telephone, email and written contact.

This role requires someone who has a high attention to detail, be a strong team player and good interpersonal skills.

For more information on this financial services admin role in North Bristol please click apply.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.