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Form of workWe are supporting a prestigious Chartered Financial Planning firm located in the vicinity of Bristol.As they continue to grow, we are delighted to announce an opening for a dedicated administrator to enhance their professional team. They are seeking an individual with a solid background as an IFA Administrator, ready to collaborate with the team of paraplanners and financial planners.
This role is pivotal in nurturing current client relationships and fostering new ones. The exisiting team is dedicated to delivering exceptional support to the paraplanners and financial planners by providing comprehensive administrative assistance. You will join them in gathering and organising information for client review meetings, ensuring that clients are always prepared and informed. Maintaining accurate client records is a priority, and you will take great care to keep the back-office systems current and reliable. You will be expected to respond to client inquiries and manage a variety of ad-hoc requests with the utmost efficiency, process new business applications diligently, with a keen eye for detail to ensure nothing is overlooked. Additionally, actively engage with product providers and other third-party suppliers to ensure that service delivery is smooth and seamless, enhancing the overall experience for our clients.
This is a fantastic chance to become part of a dynamic team within a well-respected firm, where your contributions will be valued and your professional growth supported.
- Salary of up to £35,000, depending on experience
- 26 days holiday to 31 days after 5 years + bank holidays
- A day off each year where you can volunteer to undertake charity work for a charity of your choice
- Generous employer pension contribution
- DIS Cover provided
- Income Protection cover
- Discretionary bonus available
- Private Medical Insurance and Health Cash plan
- Free parking provided.
- Support with achieving professional qualifications.
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details.
