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IFA Administrator, Bristol (BW-1564)

Clever-HR
Job LocationBristol
EducationNot Mentioned
Salary£24,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our client is a long established Financial Advisory practice which specialises in the provision of Wealth Management services for clients across the South West. They seek to add an experienced IFA Administrator to join the team and support the business.Purpose of the roleTo support the Partners/advisers in the provision of high quality, accurate and timely administration service, in relation to client servicing and all product areas within the Financial Services market. Specific Responsibilities

  • To prepare and maintain client files
  • Ensure client correspondence is written in a timely and efficient manner.
  • Check of file to maintain good order and scan, as required.
  • To ensure accuracy with maintaining client data in both hardcopy and on the database.
  • To maintain comprehensive files and filing systems in accordance with GDPR specifications.
  • To ensure that tasks and workflow are kept up to date in accordance with Company procedures.
Client Administration
  • Processing letters of authority
  • Request quotations on-line through various provider systems.
  • Liaison with insurers and third parties.
  • Process switches.
  • Process business from proposal to policy document stage via various platforms
  • Request investment valuations.
  • Provision of generic information to clients
General
  • To be a strong team player, using your knowledge and experience to support other team members.
  • To identify areas of opportunity for the team.
  • To be aware of your own training needs.
  • To undertake special projects as and when requested.
  • To ensure clear desk policy is always maintained
About You
  • Excellent inter-personal skills, both written and verbal (with clients and team members).
  • Quality management, to be accurate and have attention to detail.
  • Excellent time management.
  • A good level of competence with Office 365 to include Word, Excel and Outlook together with a good use of Standard Life Wrap and IO.
  • Experience within a similar role
Salary & Benefits
  • Competitive Salary
  • Life assurance
  • Group Personal Pension
  • PMI
  • Free parking at the office.

Keyskills :
Financial PlanningFinancial ServicesInvestmentsMicrosoft ExcelMicrosoft OfficePensionsSales Support

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