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Leading Recruitment Agency in Wiltshire | CMD Recruitment

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Administrator – Independent Financial Services sector

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  • Job type: Permanent
  • Location: bristol
  • Date posted:
  • Salary: £24000 - £28000

Administrator – Financial Services Industry

£24,000pa – £28,000pa

Bristol – Office based

Full time, Permanent

Do you have experience as an IFA Administrator or, Pensions/Mortgage Administrator or similar? Are you looking for a new role within a growing organisation? If YES we want to hear from you!

My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner.


  • Submit applications to providers
  • Prepare paperwork for client meetings
  • Update the inhouse CRM system
  • Liaise with providers by phone and email
  • Liaise with clients by phone and email
  • Using the quotation system for in-house services
  • Provide Advisors with template letters for completion
  • Submit online applications
  • Producing reports

Person Specification

  • Previous experience within a similar role is essential 
  • Ability to manage own time and take initiative to search out solutions
  • Excellent communication skills
  • Good computer knowledge and ability to work with Microsoft Word and Excel
  • Ability to build rapport with clients


Working hours for this role are Monday – Friday 8.30am – 4.30pm and is fully office based – please do not apply if you are looking for hybrid working 

Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful.



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