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 Reed Financial services are pleased to be representing a Chartered Financial Planner firm based in North Somerset. Due to growth and demand they seek an additional IFA Support administrator to join their team.
My client can offer a friendly and supportive working environment, provide ongoing support and progression opportunities plus a competitive salary plus benefits
Adviser Support- Annual Salary: £28,000 - £35,000
- Location: Clevedon, Bristol, office based
- Job Type: Full-time
- Provide general administrative support including preparing client agreements, letters of authority, and other documents.
- Handle correspondence such as letters, emails, and phone calls from clients and third parties.
- Implement complex cases and manage confidential client information efficiently.
- Open client files on Office 365 and Intelligent Office, input information onto client records, and handle queries.
- Support new business processing, review preparation, and processing tasks in a timely and efficient manner.
- Adhere to company procedures related to data security and client confidentiality.
- Maintain professional and polite communication with clients.
- Minimum 12 months experience in a financial services office environment, preferably 2 years or more.
- Understanding of financial services products and processes.
- Proficient in using systems such as Office 365, Word, etc.
- Excellent skills in customer communication and service delivery.
- Strong planning, prioritising, and analytical skills to deliver good outcomes for the business.
- High level of accuracy and attention to detail in inputting information and managing data.
- Demonstrable behaviours of honesty, integrity, adaptability, enthusiasm, and dependability.
- Competitive salary based on experience.
- 20 days holiday per annum plus bank holidays, rising to a maximum of 25 days; office closure during Christmas does not impact annual leave.
- Funded professional qualifications.
- Pension, Death in Service (DIS), and Permanent Health Insurance (PHI).
To apply for the Adviser Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
