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Form of workSenior IFA Administrator
£30,000 - £37,000 DOE (for 32.5 hour week across 5 days) + Flexitime & Superb Benefits
Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based
The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality’ environment - working towards shared goals and supportive of each other with ad-hoc team socials and events. Diligent and 'on the ball’ work ethic encouraged. A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more…..
The Job:
To provide technical administrative support to the Advisers of the Practice to ensure that relationships with their clients can be optimised and to efficiently process and record new business coming into the Practice. Potential for progression into more senior management over time if desired.
Key duties and responsibilities:
Provide high level technical and administrative support to the Practice
Deal efficiently with queries from clients and third parties through effective communication via telephone and email
Prepare files including compliance required documentation; research; illustrations, 'new business’ suitability letters and supporting documentation
Ensure that files are complete with all required client identification documentation and necessary application forms; maintaining client records on CRM system i.e. Salesforce.
Process applications accurately through online systems and record the required management information.
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
Work within your Administration Pod to ensure the annual servicing of clients is on track and recorded accurately; creating client meeting packs, writing review letters, updating the CRM system, booking in review meetings when required.
Work effectively and proactively as part of the Administration Team to achieve agreed Pod business targets.
Responsible for managing individual client casework assigned to you from start to finish, with ability to assist other team members at different stages when required.
Responsible for more senior cases and assisting the junior administrators with technical queries as and when required.
The Person: Must have previous financial services experience working within an IFA practice, industry qualifications would be ideal but not essential. Diligent, on the ball with a flexible approach to work and a genuine team player who takes pride in their work and passionate about doing a good job.
The Benefits: 25 days holiday + 8 days BH + 1 extra day for your Birthday. Flexitime policy (10am - 3pm core office hours, flexibility to work when you want around these hours to suit your lifestyle (6.5 hours per day + 30min unpaid lunch). Discretionary quarterly bonus scheme linked to performance of individuals and overall business performance. Accredited training and development programme (with payment reward structure). Personal Development Plan with regular 1:1 reviews for support with career and skills progression. Death in Service benefit. Health & Wellbeing Voucher Scheme.
