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IFA Administrator

Job Posted: 13 days ago

Salary: £ 25,000 - 32,000 / Annum
Job Type: Permanent
Location: Bristol

Expire in: 15 days

Job Description

Administrator, Financial Services Industry

£25,000pa - £30,000pa doe

Bristol (Pill) - Fully office-based 

Full-time, Permanent

Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? 

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 promptly.

Responsibilities

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 reportsPerson Specification

Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator 
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 ExcelWorking hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

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