Job title: IFA Administrator Salary: up to £35,000 depending on experience (all levels considered - entry - mid - senior) Location: Bristol
Responsibilities
- Achieve role specific business targets and deadlines, whilst being adaptable to differing pressures and timescales
- Maintain Client Relationship standards; delivers service to internal and external customers in a reliable, attentive and available manner
- Update and maintain the Client back-office system
- Input data on Customer back-office system and manage client records in an orderly fashion using relevant systems. Ensure client information on internal systems is maintained and up to date in order to meet general compliance standards
- Process and manage new business and servicing through to completion. Chase progress of applications; alerting Financial Planners to any issues arising and keeping clients up to date with any progress
Requirements
- 2-5 years experience in a Financial Planning office
- Process and manage (standard and more complex) new business through to completion. Chase progress of applications; alerting Financial Planners to any issues arising and keeping clients up to date with any progress
- Process any servicing changes to clients' arrangements and investments
- Prepare client portfolio valuations and review document
- Excellent attention to detail, good organisation and time management skills
Benefits:
- 25 days annual leave + bank holidays
- Group life cover
- Group income protection
- Private medical insurance
- Health cash plan