Ifa Administrator - Bristol, United Kingdom - Oval Recruit

Oval Recruit

Verified Company

Bristol, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator - Pensions / Investments

Bristol - £28,000 + Package

An award-winning Wealth Management Firm are looking to recruit an experienced individual who enjoys working within Financial Services and would relish working in a progressive forward thinking company.

The company are passionate when it comes to creatinga flexible working environment which works for all employers, have regular employer wellbeing reviews and offer full support with qualifications, career mapping and development.

This has resulted in a strong stable happy working environment which has beenrecognised with a range of industry awards for excellence, individual performance and working culture.

Working as part of the support team you will help consultants with a range of client support work.

Specifics of the role will include Process all new business ensuring company processes and procedures are adhered too.

Ensure all Pension / Investment Transfers are processed.
Liaise with third party pension and investment companies ensuring a swift process for clients.
Support Paraplanners and relationship managers with client administration, valuations, and reports.
Support with more bespoke requests / technical work, learning and developing your skills.
Chase and manage client invoicing, maintaining cashflow and highlighting any outstanding fees.
Resolve client queries and direct enquiries as needed.
Process fund switches and update valuations, client details.
Help consultants with diary management and organise meetings.
Manage the database ensuring client details are correct and updated.
Work as a productive part of your team, managing objectives and ensuring best levels of client management are maintained.
Continue to study towards professional qualifications and be willing to learn new skills and improve technical knowledge

For more information please contact Richard Garbett.