Job description
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.
The Role:
- 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
About You:
- 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
- Good judgement and problem-solving skills
Benefits:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working
- Option to purchase additional holiday
- Shared parental leave
For more information, please contact me via email on Samantha.durbridge@idexconsulting.com
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