IFA Administrator

New Yesterday

The Company: 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. The Role: 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 Candidate:
Location:
Bristol
Salary:
£28,000
Category:
Admin, Office, Secretarial & PA

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