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Financial Services Administrator

Posted: 11/06/26
Recruiter:Cap Resourcing Ltd
Reference:3121139236
Type:Permanent
Salary:£30,000 - £35,000 Annual
Location:Bristol
Description:

Senior Financial Services Administrator

Bristol (hybrid) £30,000 - £35,000 + Benefits

An exciting opportunity has arisen for an experienced Senior Administrator to join a growing Financial Services team within an established and highly client-focused Wealth Management firm.

This is a key role within the existing business team, supporting clients, advisers and senior management while delivering a first-class client experience.

We're looking for someone proactive, highly organised and confident working independently in a fast-paced environment.

The Role

• Providing high level operational and administrative support

• Managing existing client servicing and ongoing business administration

• Liaising confidently with clients, providers and internal stakeholders

• Supporting senior management and ensuring smooth day-to-day operations

• Delivering an exceptional client experience at every stage

What We're Looking For

Minimum 4 years' experience within Financial Services

Strong organisational, planning and multitasking skills

Excellent written and verbal communication abilities

Working towards or holding relevant industry qualifications

A proactive, solutions-focused mindset

Ability to work independently and manage workload effectively

This is a fantastic opportunity to join a supportive and professional team where client service is at the heart of everything they do.

Interested? Get in touch to learn more.

Recruiting now