Location
BRADFORD-ON-AVON
Salary £24000 - £28000 TypePermanent WorkplaceOn-Site Ref86227
Recruiter Managing This Role
Job Title: IFA Administrator
Salary: up to £28,000
Location: Bristol
Reports To: Independent Financial Advisor / Director
The IFA Administrator is responsible for delivering efficient administrative support to Independent Financial Advisors (IFAs). The IFA Administrator plays a key role in managing the client journey, ensuring the smooth processing of financial advice and service delivery.
Key Responsibilities:
1. Provide general administrative assistance to IFAs and the financial planning team.
2. Act as the primary point of contact for clients, handling inquiries by phone, email, and in person.
3. Ensure all client files and documents are compliant with financial regulations (e.g., FCA guidelines).
4. Submit and track client applications for financial products such as pensions, investments, insurance, and mortgages.
5. Assist in the preparation of client portfolio reviews, annual reviews, and financial reports.
Requirements:
6. Degree educated
7. Previous experience in a financial services administration role is highly desirable.
8. Knowledge of financial products, including pensions, investments, and insurance, is beneficial.
9. Strong organizational and multitasking skills, with the ability to manage a busy workload.
10. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with financial CRM systems.