We are working with one of the UK’s fastest-growing independent financial planning and wealth management groups to recruit an experienced IFA Administrator to join their team in Bristol.
This is an exciting time to join the business. Having grown significantly through a combination of organic growth and strategic acquisitions, the organisation now operates on a truly national scale whilst retaining its close-knit team structure.
This is an excellent opportunity to join a professional, collaborative and forward-thinking organisation that places a strong emphasis on client service, teamwork and the development of its people. You will be joining a small, supportive administration team while also working closely with Financial Advisers, Paraplanners and colleagues across the wider business.
The Role
The successful candidate will provide high-quality administrative support throughout the financial advice process, helping to ensure new business and ongoing client servicing are processed accurately and efficiently.
Key responsibilities will include
- Supporting Financial Advisers and Paraplanners with client meeting preparation
- Preparing client reports, review packs and supporting documentation
- Processing new and top-up business through provider platforms
- Processing fund switches, purchases, sales and income withdrawal requests
- Handling Letters of Authority and other client instructions
- Supporting investment and pension administration
- Liaising with clients, providers and other professional contacts by telephone and email
- Supporting the wider administration team and contributing to the smooth running of the office
About You
The ideal candidate will have previous experience working within IFA, wealth management or financial planning, with experience of new business processing and provider platforms.
Experience using Intelliflo Office / Intelligent Office would be advantageous, although candidates with strong financial services administration experience and a willingness to learn new systems will also be considered.
You will need to demonstrate excellent attention to detail, strong organisational skills and the ability to manage and prioritise your workload effectively. A professional, client-focused approach and the ability to work collaboratively within a team are also essential.
Package
This is a fantastic opportunity for an experienced Financial Services Administrator looking to join a successful business that offers excellent long-term career prospects, professional development and a comprehensive benefits package.
- Salary up to £35,000
- Hybrid working – minimum 2 days a week in the office
- Strong holiday entitlement + birthday off
- Opportunity to purchase additional annual leave
- Good pension contributions
- Private medical insurance
- Life assurance x4
- Income protection
- Full support with professional exams and relevant training
- A number of additional company benefits