IFA Administrator
Up to £30,000
Bristol
Responsibilities
* Correspond with policy providers on behalf of the client
* Correspond and be a general liaison with the client
* Submit any new business on behalf of the client
* Facilitate the annual review process of our clients
* Process new client information in preparation for their first report meeting
* Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).
* Basic admin duties
Requirements
* High level of experience in administration within a financial sector is required.
* Punctual, reliable and dependable.
* Ability to work in a team environment
* Attention to Detail and Accuracy is paramount
* Excellent IT skills in MS Word & Excel
* Benefits
* Company Pension 5% enrolment
* Holiday Entitlement 23 days basic plus 8 bank holidays.
* Flexible sell and buy back up to 3 days.
* Group income protection
* Group life cover
* Ongoing training and development