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IFA Administrator
Job Summary
Advertiser
Salary / Rate
Posted
threepeople
£23,000 - £27,000
18th October 2019
Location
Start Date
Bristol
Type
Job Sector
Permanent
Financial Services & Insurance
IFA Administrator Bristol £23k to £27k + benefits
Excellent opportunity for experienced IFA Administrator to flourish in a successful & professional Chartered financial planning firm in Thornbury, near Bristol
The Role
As IFA Administrator / Sales Support you will work with a Chartered Financial Planner and clients, offering support to the rest of the team as required. You will play a key part in the client journey from initial engagement to recommendation and implementation, ensuring all new business is managed successfully through to completion. Your responsibilities will include:
researching / assisting with production of draft suitability reports / cash-flow modelling
being key point of contact for financial planner and clients
managing new client / review client processes
maintaining accurate records
processing new business
general administrative duties
The Company
Our client is a firm of Chartered Financial Planners based in Thornbury, South Gloucestershire. Now in their 29th year of…
