Nicholls Stevens Financial Services Ltd Logo

Business Administrator

Pin icon BS1 Bristol
Pound Sterling icon £20,853 - £25,000 per annum DoE
Clock icon Permanent
Calendar icon 3 May 2024
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Join this successful financial advisor as a Business Administrator in Bristol and benefit from comprehensive training and a competitive salary of up to £25,000 per annum.

Business Administrator
Bristol, BS1 4UT

  • Full time (Monday- Friday 9:30am- 5:30pm)
  • Permanent position
  • £20,853 - £25,000 per annum dependent on experience

Please Note: Applicants must be authorised to work in the UK

The company

Our client is a medium-sized firm of directly authorized independent financial advisers, serving clients for over 35 years. With a focus on retirement advice and a client base of over 800, they are committed to delivering top-notch service and maintaining high work standards.

They are seeking a Business Administrator to support their team in implementing client investments with provisors.

About the role

The successful candidate will receive comprehensive training on their procedures and should demonstrate the ability to follow instructions meticulously. Attention to detail and a commitment to client satisfaction are essential.

Key Responsibilities:

  • Track new business processes, follow up with insurance companies, and keep clients updated
  • Provide excellent customer service for routine client inquiries via phone, letter, or email
  • Handle routine inquiries from insurance companies
  • Ensure compliance with money laundering legislation by checking documentation
  • Submit proposal forms to insurance companies and manage purchases and switches of investments
  • Create reports and maintain accurate databases to facilitate smooth operations
  • Collaborate with the team to resolve issues and maintain the new business book


  • Comprehensive training on internal processes
  • 25 days holiday (+bank holidays) including extra leave over Christmas
  • Company pension scheme with matched contributions
  • Financial and training support for professional qualifications
  • Life assurance scheme

The ideal candidate

They are seeking a proactive and organized individual capable of prioritising tasks and working independently. Problem-solving skills and the ability to thrive under pressure are essential. Experience in personal finance and IT proficiency are advantageous.

Join our client and play a key role in providing exceptional financial services!

How to apply for the role:

If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to tailor your application and provide a cover letter or any supporting documents.

You must be authorised to work in the UK. No agencies please.

Flat Fee Recruiter is an advertising agency promoting this role on behalf of the employer. You will be contacted directly by the employer and not Flat Fee Recruiter should they wish to move forward with your application. 

Other suitable skills and experience include Business Administrator, Financial Administrator, Office Administrator, Operations Assistant, Client Services, Administrator, Investment Administrator, Administrative Assistant, Finance Assistant.