IFA Administrator

Administrator, Financial Services Industry 25,000pa - 33,000pa doeBristol (Pill) office-based Full-time, PermanentAre 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.ResponsibilitiesSubmit applications to providersPrepare paperwork for client meetingsUpdate the inhouse CRM systemLiaise with providers by phone and emailLiaise with clients by phone and emailUsing the quotation system for in-house servicesProvide Advisors with template letters for completionSubmit online applicationsProducing reportsPerson SpecificationPrevious 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 solutionsExcellent communication skillsGood computer knowledge and ability to work with Microsoft Word and ExcelWorking hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based ..... full job details .....