IFA Administrator

Administrator, Financial Services Industry

-25,000pa - -33,000pa doe

Bristol (Pill) office-based

Full-time, Permanent

Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation?

My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly.

Responsibilities

• Submit applications to providers
• Prepare paperwork for client meetings
• Update the inhouse CRM system
• Liaise with providers by phone and email
• Liaise with clients by phone and email
• Using the quotation system for in-house services
• Provide Advisors with template letters for completion
• Submit online applications
• Producing reports

Person Specification

• Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator
• Ability to manage own time and take initiative to search out solutions
• Excellent communication skills
• Good computer knowledge and ability to work with Microsoft Word and Excel

Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based