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| Job Location | Bristol |
| Education | Not Mentioned |
| Salary | 25,000 - 32,000 per annum, inc benefits |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
My Client a leading Financial Planning and Investment Business throughout the UK is looking to recruit a skilled Investment and Wealth Planning support Administrator to take on a client sales support Administrator role with capability on both the FinancialPlanning and Investment Support Administration side. This is an excellent opportunity for a skilled IFA Admin/Investment candidate.Job Role:-To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Key Responsibilities To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Maintain back-office systems and client records in line with the company policies. Request policy information from third party policy providers if applicable. Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable. Preparation of meeting packs and valuations (as required) Assist investment managers in the preparation of new business pitches and presentations (IM admin only).Version 1 Date of Last Review: Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only). Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required. Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls. To encourage client, use of portal and other digital tools, provide guidance where required. To collaborate and share best practices with colleagues.Key Skills and Experience Proven experience working in the financial services industry ideally 2 to 5 years experience. A strong ethic of client service. Ability to work under pressure and to prioritise work. Excellent communication skills both written and verbal, influencing and organisational skills. Ability to use judgement and reasoning to propose solutions to problems.Professional Qualifications and Education Excellent standard of education, ideally degree qualified but not essential. Interested in further development through additional qualifications.