Bristol
IFA Administrator/ Senior IFA Administrator/ Administrator/ Financial Services/ Accountancy/ Accounts Assistant/ Adviser support/ IFA
Salary: Up to £28,000 Dependent on Experience
Location: Bristol
Duration: Permanent, Full Time
We are working with an established Independent Financial Adviser based in Bristol looking to bring on an experienced IFA administrator. You will assist the paraplanning and advice team in a wide range of functions and interact with clients in order to provide the best possible outcomes.
To be considered for this role you will need at least 1 year experience working in Financial Services.
Key Responsibilities for the IFA Administrator include:
• Liaising with Companies/Providers to chase for client financial information
• Management of client database systems and internal intranet systems
• Production of reports by collating information from various sources
• Meeting preparation documentation
• Downloading Financial Services Wealth Accounts and client valuations
• Chasing up Letters of Authority and liaising with product providers.
• Full completion of client records
• Preparation of illustrations
• Diary Management and
What in it for you?
• Competitive salary
• Opportunities to complete financial planning exams
• Career progression pathway
• Strong benefits package
• Fun and friendly work environment
What’s Next?
Apply today to be considered for the IFA Administrator position. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
IFA Administrator/ Senior IFA Administrator/ Administrator/ Financial Services/ Accountancy/ Accounts Assistant/ Adviser support/ IFA