Ifa Administrator

2 months ago


Bristol, United Kingdom Ortus PSR Full time

A boutique IFA practice in Bristol City Centre are hiring for a IFA Administrator to join their team

Providing full administrative support to the Paraplanners and Financial Advisers, you will all be provided with full support for professional qualifications.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed

**Skills**:

- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired


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