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IFA Administrator

Flair for Recruitment
Job LocationBristol
EducationNot Mentioned
Salary18,500 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent,full-timeB

Job Description

Are you IT proficient with excellent written and verbal communication skills Then this may be the role for you.Our client, an Independent Financial Advisory firm, is looking for a bright and enthusiastic IFA Administrator to join their Bristol office.You will:

  • Manage client relationships, acting as a key point of contact for clients and external stakeholders
  • Reception duties including answering the phones, scanning, sorting inbound and outbound post
  • Administering client investments and arranging the withdrawal of client monies
  • Producing client valuation reports
  • Processing new business applications and monitoring to completion
Your skills:
  • A keen eye for detail
  • Highly organised with the ability to self-manage and prioritise
  • The ability to learn new software quickly and efficiently
  • Administrative experience would be advantageous
  • Able to work well independently as well as part of a team
If this role sounds of interest, please contact Joanna at Flair for Recruitment for more information.

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