Job description
My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce. This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific Duties Include: Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers. Dealing with client queries. Collating r…