Senior IFA Administrator

3 days ago


Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

Senior IFA Administrator Role

Company: Artemis Recruitment Consultants Ltd

Job Type: Full-time

Industry: Financial Services

Location: Bristol

Job Description:

We are seeking an experienced Senior IFA Administrator to join our team. The successful candidate will be responsible for providing administrative support to our IFA team, ensuring the smooth operation of our financial services business.

Key Responsibilities:

  • Provide administrative support to our IFA team, including business processing, financial administration, and client liaison.
  • Update our back office system to ensure accurate client data and information throughout the process.
  • Maintain fully compliant files, ensuring all documents are held on our document management system for instant access to all staff.
  • Produce client valuations in readiness for annual reviews and raise invoices for additional requests.
  • Build relationships with clients, consultants, and third parties through regular telephone and occasional face-to-face contact.
  • Participate in project-related work, working as one team to meet company goals and targets.

Requirements:

  • Administration and customer service experience is essential.
  • Telephone-based experience would be beneficial.
  • Financial Services experience is essential, preferably obtained in a life and pensions environment.

What We Offer:

We offer a competitive salary and a dynamic work environment. If you are a motivated and experienced Senior IFA Administrator looking for a new challenge, please apply.


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