Senior Client Support Administrator
2 weeks ago
Senior Client Support Administrator - Bristol Salary between £28,000 - £33,000 Excellent benefits including a bonus, parking and the option to work partially from home
Are you an IFA Support Administrator looking for your next career move?
Would you like to step up to and be recognised for your skill and experience as a Client Support Administrator and have the opportunity to assist others to grow?
Would you like to join an energetic and vibrant organisation that truly makes a difference to people’s lives?
Are you looking to be part of a team and a wider business who are adaptable, friendly, polite and caring?
Then this could be the perfect opportunity for you.
Role and responsibilities include:
- To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.
- To be responsible for New business processing. The submission and chasing of it.
- To support the team to ensure the most efficient service is provided to clients.
- Working alongside the Administration Manager to deliver an excellent support service to the IFA's and their clients.
- Oversee and undertake Senior Administration
Skills and experience required:
- Experience of working for IFA or Wealth planning businesses in a support role
- Excellent New Business processing experience
- Good organisational and time management skills
- Knowledge of Pensions and Investment products
- The ability to coach and mentor others
- Knowledge of the advice process
In return you will receive:
- A competitive salary
- Lucrative bonus
- Additional company benefits
- The opportunity to progress within a successful and caring business
Please don't hesitate to get in touch in order to find out more.
Feel free to contact HELEN SPRIGGS via LINKEDIN to make any additional enquiries
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