My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.
This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.
Specific Duties Include:
* Obtaining client information ensuring back office systems are up to date
* Submit and process new business ensuring clients are updated on a regular basis.
* Process letters of authority
* Process client requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches
* Maintain accurate back-office records
* Liaising with providers
The Person:
* The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided.
Salary Information:
* Up to £30,000 depending on experience.
Contact: Karen Cummins
Reference: KC/86407
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