IFA Client Services Admin Specialist

Integrity365; Dyrham; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Competitive package

Job summary

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.

Qualifications

• Experience in financial administration or similar support role.
• Full training provided to support role.
• Able to liaise with clients and advisers.

Responsibilities

• Support an IFA with business processing and client liaison.
• Handle financial administration tasks.
• Use Intelligent Office and other software to assist advisers.
• Contribute to high-quality client experience.

Skills

Financial administration

Client liaison

Office software

Tools

Intelligent Office

Job description

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.