Integrity365 in Bristol is seeking an IFA Administrator to join our office-based team. You will support a leading Independent Financial Adviser with business processing, financial administration and client liaison.
You will work with Intelligent Office and other software to deliver accurate service and timely responses. Full training will be provided, and we value trust, transparency and integrity in client interactions.
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IFA Client Services Admin Specialist employer: Integrity365
Integrity365 is an exceptional employer that prioritises a supportive and collaborative work culture, making it an ideal place for Paraplanners to thrive. With a commitment to professional excellence and a holistic approach to financial planning, employees benefit from competitive packages, opportunities for growth, and the chance to work alongside highly qualified Independent Financial Advisers in the vibrant setting of High Wycombe. Our ethos of 'people ahead of process' ensures that both clients and employees are valued, fostering a rewarding environment for meaningful career development.
