IFA Administrator

Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol.This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you''ll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm''s high standards of service.Duties: Preparing and processing paperwork for client meetings and applications Submitting business online and liaising with providers to ensure timely progress Managing client communications by phone and email, handling non-advice queries Collating research for recommendations and producing product quotations Maintaining and updating client records on the back-office system (Intelligent Office) Assisting with death claims and liaising with executors where required Producing management information (MI) reports for advisers Ensuring compliance with FCA guidelines and company proceduresWhat''s on offer: Salary: £25,000 - £30,000 (higher for experienced candidates) 4 days in the office, 1 day working from home (office based initially) 21 days'' annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days'' total leave per year) Exam funding and professional development support Free parking 4x Death in Service and Critical ..... full job details .....