Administrator - Independent Financial Adviser (Ifa) in Bristol

Administrator - Independent Financial Adviser (Ifa) in Bristol

Bristol Full-Time No working from home possible
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Job Description IFA Administrator Hybrid Working NJR Recruitment are delighted to be working with a well-established and growing Financial Planning business who are looking to recruit an experienced IFA Administrator to join their team in Bristol. This is an excellent opportunity for someone with experience within an IFA or Financial Services environment who is looking to join a collaborative team where client service, accuracy and attention to detail are highly valued. Working closely with Financial Advisers and the wider administration team, you will provide comprehensive administrative support throughout the client journey, from meeting preparation and new business through to ongoing servicing and annual reviews. Providing day-to-day administrative support to Financial Advisers and the Office Manager Maintaining accurate client records and updating the CRM system Handling client and provider enquiries by telephone and email Supporting the smooth day-to-day running of the office Previous experience within IFA / Financial Services administration Experience with Intelligent Office / Intelliflo Office would be advantageous A flexible and adaptable approach Candidates with strong general administration experience who are keen to develop their career within Financial Planning may also be considered. Hybrid working Opportunity to join a growing Financial Planning business Opportunity to develop your Financial Services knowledge and experience This is a great opportunity for an IFA Administrator looking for a varied role within a supportive and growing business, with the flexibility of hybrid working and plenty of opportunity to develop your skills.

Administrator - Independent Financial Adviser (Ifa) in Bristol employer: NJR Recruitment

Join a leading insurance business in Uttoxeter, where your leadership skills will thrive in a supportive and dynamic work environment. With a competitive salary, excellent bonus structure, and genuine opportunities for career progression, you'll be empowered to coach and develop your team while driving performance and delivering exceptional customer service. Our commitment to professional development ensures that you can grow alongside the company, making this an ideal place for ambitious individuals seeking meaningful and rewarding employment.

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Contact Details:

NJR Recruitment Recruitment Team