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Permanent

Ifa Administrator upto 2 days home working

Bristol
money-bag 28000.00-28000.00 Annual
3121136870
Posted 2 weeks ago

IFA Support Administrator - Bristol (Hybrid Working)Location: Devizes (with hybrid working available after settling-in period)Salary: Up to £31,000 depending on experienceEmployment Type: Full-time, PermanentAbout the RoleWe are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting.Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility.Key ResponsibilitiesClient AdministrationSubmit new business applications and manage accurate client recordsMaintain and upload client documentation across internal systems and platformsKeep CRM systems updated with complete and accurate informationPrepare documentation and packs for client meetingsClient SupportLiaise with clients to gather required information and documentationConduct fact-finds and collect relevant financial detailsProvide administrative support to assist with client queries and requestsInvestment Operations SupportAssist the investment team with a range of operational tasks including: Processing fund withdrawalsSupporting fund switches and portfolio changesHandling bulk or mass investment ..... full job details .....

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