IFA Administrator

Posted 15 August by Cavendish Maine Recruitment
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Job Title: IFA Administrator

Location: Bristol

Job Sector: Financial Services

Job Type: Permanent

Salary: Up to £25,000 DOE

Job Reference: LS/J020758

About the Company:

My client is a successful, independent IFA with multiple offices across the UK. Their advisors aim to provide exceptional service to a range of clients that require advice on their retirement and pensions, investments and protection / insurance.

The advisory team are experienced at working with the elderly and vulnerable clients ensuring that their particular and varying needs are well considered and planned for.

The company has their own in-house investment team and they offer a range of risk rated model portfolios to clients who prefer their investments to be managed on a discretionary basis.

Job Description:

Their Bristol office is growing at a rapid rate and they are looking for an administrator that can start as soon as possible.

The role will see the administrator support a team of financial planners and paraplanners with all administrative duties, including creating and maintaining client files, issuing letters of authority, processing new business applications and contacting providers for quotes and valuations.

The administrator will be the first point of contact for telephone/email enquiries and will need to manage and organise advisor diaries.

Key Skills/Experience Required:

Ideally you will have gained experience in a financial planning environment and have a good understanding of the Financial Administrator role and the duties involved with supporting a team of advisors.

You will need to have strong communication skills, be highly organised and self-motivated.

Salary/Benefits Information:

My client is looking to pay up to £25,000. This is an excellent position for someone who is keen to continue their career in the financial services industry.

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.

Reference: 35879611

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