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My client is looking for an experienced IFA Administrator to join their Bristol-based team. This is an excellent opportunity for someone with more than 2 years experience in IFA administration who thrives in a client-focused environment.
Job Responsibility:
Provide full administrative support to Financial Planners, ensuring excellent client service through direct client contact and collaboration with operational colleagues
Work closely with aligned Financial Planners to deliver outstanding client outcomes
Build and maintain strong client relationships with regular contact
Maintain back-office systems and client records in line with company policies
Request policy information from third-party providers, where applicable
Liaise with operational teams to support activities such as scripts, transfers, corporate actions, or static data changes
Prepare meeting packs and valuations as required
Assist Investment Managers in the preparation of new business pitches and presentations
Requirements:
Proven experience within financial services, ideally in a client support or administration role
Strong client service ethic with excellent communication skills
Ability to prioritise workload and work effectively under pressure
Excellent written and verbal communication, organisational skills and the ability to influence when needed