IFA Client Support Administrator

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

An exciting opportunity has arisen within Integrity365 for a talented IFA Administrator to join our team in Bristol.

The role:

Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers.

This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients. The position would suit a candidate with experience in a similar environment, however full training will be provided.

We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.

We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London, as well as our Scottish offices under the MacDonald Partnership brand in Inverness, Arbroath and Helensburgh.

About us:

Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.

At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.

We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.

Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.

Dependent on experience.

We offer:

• A competitive package and benefits.
• A great team to work with!