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Private Client Administrator

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Bristol, Bristol, United Kingdom Reed Full time

Job Title: Private Client Support / IFA Administrator at Reed Financial Services

Reed Financial Services is thrilled to announce a fantastic opportunity for a skilled Private Client Support / IFA Administrator to join a well-established National IFA based in Bristol, a company with more than 20 years of experience in the financial industry and a solid reputation having received multiple awards.

About the Role:

  • Provide essential support to financial advisers or consultants to facilitate the delivery of financial advice to clients in line with FCA regulations and company protocols.

Requirements:

  • Experience in Financial Administration within a similar setting
  • Previous exposure to regulatory or financial environments
  • Familiarity with Intelligent Office is a plus
  • Proficiency in Microsoft Word, Excel, and Databases
  • Strong written and verbal communication skills
  • Sound decision-making abilities
  • An analytical mindset with excellent attention to detail
  • Effective time management and adherence to deadlines

Benefits:

  • 2 days remote work, 3 days in the office
  • 24 days of annual leave, increasing to 30 days based on tenure, plus 3 extra days granted during the Christmas period
  • Comprehensive sick leave support and group income protection after 13 weeks, inclusive of access to vocational rehabilitation services such as counseling, physiotherapy, and online GP consultations
  • Private medical insurance
  • Life assurance coverage
  • Group Pension plan with salary sacrifice option
  • A flexible work environment accommodating full-time or part-time employees, offering office-based or hybrid work models with diverse working hours