Ashley Rees Associates are currently working with an award-winning firm of Independent Financial Planners and Independent Advisers. Due to growth, an exciting opportunity is now available for a part-time (approx. 25 hours) IFA Administrator based in Bristol to join their team, predominantly working remotely.
The successful candidate will be responsible for providing technical support which includes:
1. Report writing / preparing client financial planning reports
2. Ensuring records are maintained and kept up to date
3. New business processing
4. Preparing client files and reviews
5. Reviewing valuation reports
The ideal candidate will come from a financial services background. Our client is looking for an enthusiastic, self-motivated individual who can work remotely as part of a team and has a flexible approach.
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