IFA Administrator – Chartered South West Firm
Salary
20k - 23k
Location
Bristol
Job Type
Full Time
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A chartered Financial Practice, who provides holistic independent advice to clients across the South and South West, is looking to expand their back office support team with an experienced Administrator.
Working alongside the financial planners and team of Paraplanners, you will deal effectively with the general running of the office and systems, including:
- Producing client reports and presentations.
- Maintain and manage client records, prepare valuations and issue communication in various formats through systems such as, IRESS, Prestwood and ACT
- Ensure processes are carried out compliantly and in effective timescales.
- Maintain and prioritise your own workload in accordance to the Team requirements.
- Record any client communications, including client-related communications with third parties.