IFA Administrator

CMD Recruitment • Permanent • Bristol, Bristol, England, United Kingdom • £27k - £33k / year • 2d ago

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

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