Ifa Administrator

4 weeks ago


Bristol, United Kingdom The Progress Shed Full time

The Role

We have an exciting opportunity for an experienced IFA Administrator to join a highly respected independent financial firm. You will play a vital role in providing efficient administrative support to a team of independent financial advisers. Your exceptional organisational and time-management skills will be crucial to ensure that all tasks are carried out effectively while maintaining regular communication with relevant parties.

The Business

Our client is an established financial planning firm with offices in both the South West and London, providing bespoke and tailored financial services to both individuals and companies. Our client's success is built on their quality, unbiased, and professional guidance. As an IFA Administrator, you will directly contribute to delivering this service to customers and play an essential part in the monitoring, maintenance and review of clients’ financial strategies to help them to achieve their goals.

A Typical Day

Your day-to-day activities will involve:

- Handling incoming enquiries promptly and professionally
- Updating client files accurately on the back-office system
Proofreading and sending suitability reports to clients
- Liaising with clients and providers
- Coordinating workflow and ensuring all tasks are completed on time
- Sending letters of agreement

What You Need

We are looking for an enthusiastic person with at least 2 years of prior experience in a similar role within the financial services industry.

A relevant qualification and basic technical knowledge of pensions and investments are highly desirable.

You should have excellent attention to detail and be able to pick up technical information quickly.

In return, you will be offered the opportunity to join a properly friendly team in a firm with a great reputation where you will be valued and supported throughout your career within financial services.

Previous experience working in Financial Services or a regulated enviroment


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