Ifa Administrator - Bristol, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Bristol, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
A boutique IFA practice in Bristol City Centre are hiring for a IFA Administrator to join their team


Providing full administrative support to the Paraplanners and Financial Advisers, you will all be provided with full support for professional qualifications.


Responsibilities:


  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Liaise with providers and third parties, to obtain any information that may be needed

Skills:


  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
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