Back to search
Financial Services Specialist Recruiters
Job Title: IFA Administrator
Location:Bristol
Benefits:
- Group Life Cover
- Group Income Protection
- Workplace Pension Plan
- Private Medical Insurance
- Health Cash Plan
- Cycle to Work scheme
- Free Parking
About the Company:
Our clientis a forward-thinking, client-focused firm that values professionalism, integrity, and a commitment to excellence. With a supportive and collaborative team environment, they provide opportunities for professional growth and development, ensuring employees can expand their skills and advance their careers. Our client offers a comprehensive benefits package, including private medical insurance, a workplace pension, and health-focused perks, reflecting their dedication to employee well-being. Their reputation for delivering tailored financial advice and maintaining strong client relationships makes them an excellent choice for those passionate about the financial services industry and seeking a role where they can truly make an impact.
What Your Day to Day Duties Will Include:
- Provide comprehensive administrative support to financial advisers.
- Manage new business processing and client servicing tasks.
- Maintain and update back-office systems, ensuring accuracy and compliance.
- Prepare client review packs and other documentation for meetings.
- Liaise with clients, providers, and advisers to resolve queries efficiently.
- Ensure adherence to regulatory requirements, including GDPR and Treating Customers Fairly (TCF).
- Assist in managing client correspondence and maintaining detailed records.
- Previous experience in an IFA or financial planning environment (preferred).
- Strong organisational skills and the ability to prioritise workloads.
- Excellent communication and interpersonal skills.
- Proficiency in back-office systems (experience with Intelligent Office is advantageous).
- High attention to detail and commitment to delivering high-quality work.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
