IFA Administrator

IFA Administrator
Up to £30,000
Bristol

Responsibilities

• Correspond with policy providers on behalf of the client
• Correspond and be a general liaison with the client
• Submit any new business on behalf of the client
• Facilitate the annual review process of our clients
• Process new client information in preparation for their first report meeting
• Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).
• Basic admin duties

Requirements

• High level of experience in administration within a financial sector is required.
• Punctual, reliable and dependable.
• Ability to work in a team environment
• Attention to Detail and Accuracy is paramount
• Excellent IT skills in MS Word & Excel  

• Benefits
• Company Pension 5% enrolment
• Holiday Entitlement 23 days basic plus 8 bank holidays.
• Flexible sell and buy back up to 3 days.
• Group income protection
• Group life cover
• Ongoing training and development