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 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your...