Financial Services / IFA Administrator £22,000 - £30,000 (for 32.5 hour week across 5 days) + Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office basedThe Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality’ environment - working towards shared goals and supportive of each other with ad-hoc team socials and events. Diligent and 'on the ball’ work ethic encouraged. A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more…..The Job:To provide technical administrative support to the Advisers of the Practice to ensure that relationships with their clients can be optimised and to efficiently process and record new business coming into the Practice. Potential for progression into more senior management over time if desired.
Key duties and responsibilities:Provide high level technical and administrative support to the PracticeDeal efficiently with queries from clients and third parties through effective communication via telephone and emailPrepare files including compliance required documentation; research; illustrations, 'new business’ suitability letters and supporting documentationEnsure that files are complete with all required client identification docu...