IFA Administrator
As our financial advisory business continues to grow, we are looking for an experienced financial planning administrator to support our advisers in our Dyrham office, which is located in Dyrham (between Bristol, Chippenham and Bath).
The role:
Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers.
We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.
We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London, as well as our Scottish offices under the MacDonald Partnership brand in Inverness, Arbroath and Helensburgh.
About us:
Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.
At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life.Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.
We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.
Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.
Salary:
Dependent on experience.
We offer:
- A competitive package and benefits.
- A great team to work with!
To Apply:
If you’ve had at least three years’ experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please email a cover note and accompanying CV to communications@integrity365.co.uk
Schedule: Monday to FridayWork Location: Bristol Head Office - Aveling Office, Lower Ledge Farm, Doynton Lane, Dyrham, SN14 8EY
Requirements
This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients.The position would suit a candidate with experience in a similar environment, however full training will be provided.