IFA Administrator
other jobs Recruit UK
Added before 8 Days
- England,South West,Bristol
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Full job description
Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol.
This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you’ll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm’s high standards of service.
Duties:
· Preparing and processing paperwork for client meetings and applications
· Submitting business online and liaising with providers to ensure timely progress
· Managing client communications by phone and email, handling non-advice queries
· Collating research for recommendations and producing product quotations
· Maintaining and updating client records on the back-office system (Intelligent Office)
· Assisting with death claims and liaising with executors where required
· Producing management information (MI) reports for advisers
· Ensuring compliance with FCA guidelines and company procedures
What’s on offer:
· Salary: £25,000 - £30,000 (higher for experienced candidates)
· 4 days in the office, 1 day working from home (office based initially)
· 21 days’ annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days’ total leave per year)
· Exam funding & professional development support
· Free parking
· 4x Death in Service & Critical Illness Cover
· Workplace pension 5%
About you:
· Previous experience in administration (financial services experience)
· Excellent attention to detail and organisational skills
· Strong written and verbal communication skills
· Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office)
· A proactive, can-do attitude with the ability to manage your own workload
· Professional, reliable, and committed to delivering excellent client service
This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial service
Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol.
This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you’ll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm’s high standards of service.
Duties:
· Preparing and processing paperwork for client meetings and applications
· Submitting business online and liaising with providers to ensure timely progress
· Managing client communications by phone and email, handling non-advice queries
· Collating research for recommendations and producing product quotations
· Maintaining and updating client records on the back-office system (Intelligent Office)
· Assisting with death claims and liaising with executors where required
· Producing management information (MI) reports for advisers
· Ensuring compliance with FCA guidelines and company procedures
What’s on offer:
· Salary: £25,000 - £30,000 (higher for experienced candidates)
· 4 days in the office, 1 day working from home (office based initially)
· 21 days’ annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days’ total leave per year)
· Exam funding & professional development support
· Free parking
· 4x Death in Service & Critical Illness Cover
· Workplace pension 5%
About you:
· Previous experience in administration (financial services experience)
· Excellent attention to detail and organisational skills
· Strong written and verbal communication skills
· Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office)
· A proactive, can-do attitude with the ability to manage your own workload
· Professional, reliable, and committed to delivering excellent client service
This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial service
Job number 4032404
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Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
At Recruit UK, we do more than just find you a job, we guide you every step of the way to ensure you secure the right role for you. With over 18 years...