IFA Administrator
other jobs Capio Recruitment Financial Planning
Added before 6 Days
- England,South West,Bristol
- Full Time, Permanent
- £28,000 - £34,000 per annum
Job Description:
Job Title: Client Support Administrator
Location: Bristol
Salary: £28,000 – £34,000 (DOE)
This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You’ll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.
This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You’ll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.
The Role:
*Assist with all aspects of client administration and financial reporting
*Prepare documentation and reports for annual reviews and client meetings
*Liaise with clients and providers regarding new and existing business across pensions, investments, and protection
*Process new business applications and monitor progress through to completion
*Update and maintain client records within Intelliflo (IO)
*Manage personal workflow and diary effectively
*Assist in preparing simple suitability reports and processing adviser fees
*Support wider team tasks and ensure compliance standards are maintained
The Required Skills & Experience:
*Minimum of 3 years’ experience within a Financial Services Administration role
*Broad product knowledge across pensions, investments, and protection
*Excellent organisational and time management skills
*High attention to detail and strong numeracy skills
*Confident communicator and team player
*Proficient in Microsoft Office (Word, Excel, Outlook)
*Knowledge of Intelliflo advantageous
*Familiarity with various platforms
What’s on Offer:
*Salary £28,000 – £34,000 depending on experience
*Hybrid working
*Supportive, collaborative team environment with strong leadership
*Financial assistance towards professional qualifications (CII or equivalent)
*Opportunity to develop within a respected and growing independent firm
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
"INDSBWEA"
Location: Bristol
Salary: £28,000 – £34,000 (DOE)
This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You’ll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.
This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You’ll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.
The Role:
*Assist with all aspects of client administration and financial reporting
*Prepare documentation and reports for annual reviews and client meetings
*Liaise with clients and providers regarding new and existing business across pensions, investments, and protection
*Process new business applications and monitor progress through to completion
*Update and maintain client records within Intelliflo (IO)
*Manage personal workflow and diary effectively
*Assist in preparing simple suitability reports and processing adviser fees
*Support wider team tasks and ensure compliance standards are maintained
The Required Skills & Experience:
*Minimum of 3 years’ experience within a Financial Services Administration role
*Broad product knowledge across pensions, investments, and protection
*Excellent organisational and time management skills
*High attention to detail and strong numeracy skills
*Confident communicator and team player
*Proficient in Microsoft Office (Word, Excel, Outlook)
*Knowledge of Intelliflo advantageous
*Familiarity with various platforms
What’s on Offer:
*Salary £28,000 – £34,000 depending on experience
*Hybrid working
*Supportive, collaborative team environment with strong leadership
*Financial assistance towards professional qualifications (CII or equivalent)
*Opportunity to develop within a respected and growing independent firm
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
"INDSBWEA"
Job number 3056332
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