Financial Services Administrator

Alfred Recruitment LLP
Bristol (City Centre)
02 May 2019
21 May 2019
Contract Type
Full Time

Are you an experienced Financial Services Administrator? Do you want to work for one of the UK's Top 100 accountancy firms based in Central Bristol?

If your answer is yes, then we would like to hear from you!

Alfred Recruitment is delighted to be supporting a leading Accounting and Finance organisation with the appointment of a Financial Administrator within their Bristol practice. With an extensive team spread across 5 offices our client is a leading firm of Chartered Accountants and Tax Advisors based in the South West.

Key Responsibilities:

  • Setting up client records on Intelligent Office (IO)
  • Processing New Business
  • Processing Letters of Authority (LOA)
  • Call Handling
  • Electronic Filing
  • Maintain relationships with existing customers
  • Working directly with the Director on project work, research and produce basic suitability reports.

Working hours: Monday - Friday 9 am - 5 pm.

Salary £27,000 - 30,000

The successful applicant must have experience within the Financial sector.

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