Senior IFA Support Administrator

1 day left

Professional Recruitment Ltd
Bristol, Avon
23 Jul 2017
22 Aug 2017
Contract Type
Full Time

The company

Our client seeks a Senior IFA Support Administrator to work in their wealth management environment to support a series of Financial Advisers. As a market leader the firm provides expert advice to private clients and businesses on insurance, healthcare, employee benefits and financial planning.

The role

To provide support and assist in the proactive management of own workload establishing effective relationships with clients. Providing a professional service acting as a primary point of contact for any servicing issues and where required escalating for resolution. You will produce professional and complete documentation/correspondence in a compliant manner within timescales confirmed by relevant SLAs. Ability to work on own initiative and to prioritise enquiries effectively keeping the Team Leader informed of workload, plus any delays in processing.

The candidate

The ideal candidate will have experience in working in a busy financial planning office. It is essential for this role that you have a real aptitude for technology plus experience of WRAP platforms and Avelo Office (1st Office). The role will be demanding so you need to be able to deal with pressure and prioritise your workload when urgent tasks arise. Ideally you will have the Certificate in Financial Planning or be working towards this.

This is an excellent opportunity to carve out a career with a firm with a competitive basic salary and excellent benefits package.