IFA Administrator - 35,000 + Bonus Bristol / HybridI'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol. With the business currently in a growth phase, this opens up significant opportunities for those interested in career progression and development.Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistanceManage calendars and schedule client meetingsCommunicate with affluent and high-net-worth clients to ensure a seamless process and positive experienceAssemble meeting materials for Advisors before client meetingsRaise invoices where requiredDatabase managementPerks:Hybrid & Flexible workingPrivate Medical InsuranceEmployee Pension Scheme30 days Annual LeaveDental InsuranceHealth cash planStudy supportThe business offers huge opportunities for progression, demonstrated by recent promotions with other IFA Administrators. They are specifically keen to speak with those who have worked with an Advisor within an financial services environment.If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.comIFA Administrator - 35,000 + Bonus Bristol / Hybrid
Job Title
Client Services Administrator