Job Description
IFA Administrator
Bristol area
Occasional home working
Up to £30k
This role is best suited to candidates with administration experience within financial services; however, administration experience within a regulated industry will also be considered. There is progression potential in the future if you demonstrate capabilities.
The Business
The business is a directly authorised Independent Financial Advisory firm that has been in operation for over 20 years, offering whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages, and Life Assurance. You will be surrounded by the team, helping you grow and supporting your journey.
The Role
Within this role, you will be supporting the advisors and Paraplanners within the firm. This includes arranging meetings, speaking to clients and providers, handling letters of authority, processing new business, and conducting simple annual reviews. The role will be tailored to your skills and experiences, covering multiple business areas.
The Benefits
* Salary up to £30k
* Holiday days
* Pension above statutory
* Death in service
* Full benefits to be confirmed
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple; just attach your CV along with your basic contact details, and we’ll do the rest.
Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
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