Position: IFA Administrator
Location: Bristol
Hybrid Working: 3 days in the office & 2 days working from home
We are working with a forward thinking and rapidly growing financial planning & investment management organisation to recruit an additional IFA Administrator. Our client is dedicated to providing exceptional financial advice and services to clients across the country, ensuring their financial goals are met with precision and care.
The Role:
Our client is seeking a motivated and detail-oriented IFA Administrator to join their vibrant team. In this role, you will be a crucial part of their financial planning operations, supporting advisors and ensuring smooth administrative processes. This position is perfect for someone with at least 2 years of financial planning experience or a strong background in financial services, looking to transition into financial planning.
Key Responsibilities:
- Client Administration: Assist with client onboarding, manage client records, and handle correspondence.
- Support Advisors: Provide administrative support to financial advisors, including preparing reports and documentation.
- Compliance: Ensure all processes adhere to regulatory requirements and company policies.
- Data Management: Maintain accurate client information in our database.
- Communication: Act as a point of contact for clients, addressing inquiries and scheduling meetings.
What’s on offer:
- Comprehensive Training: Full on-the-job training and support to ensure your success.
- Career Progression: Opportunities for professional development and career advancement.
- Exam Support: Assistance with market exams to help you further your qualifications.
- Dynamic Work Environment: Be part of a growing and innovative team where your contributions make a difference.
- Supportive Culture: A collaborative and encouraging workplace that values each team member's input.
- Competitive package: good basic salary plus discretionary bonus and excellent company benefits.
Requirements:
- Experience: Minimum 2 years of financial planning experience or strong financial services experience with a desire to move into financial planning.
- Skills: Excellent organisational skills, attention to detail, and proficiency in Microsoft Office.
- Communication: Strong verbal and written communication skills.
- Adaptability: Ability to work in a fast-paced environment and manage multiple tasks effectively.
- Team Player: A collaborative attitude and a willingness to learn and grow with the company.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
