Join Our Clients Team as a Permanent Financial Adviser
Are you an experienced Senior Paraplanner / Associate Financial Adviser, that is feeling held back and looking for a new opportunity where you can finally start to progress your career and build your own client base?
Our client, a well-established IFA company in Bristol, South West England, is seeking a dedicated individual to join their team on a permanent basis.
Join Our Clients Team as a Permanent Financial Adviser
Are you an experienced Senior Paraplanner / Associate Financial Adviser, that is feeling held back and looking for a new opportunity where you can finally start to progress your career and build your own client base?
Our client, a well-established IFA company in Bristol, South West England, is seeking a dedicated individual to join their team on a permanent basis.
Posted by tPS Recruitment • £13,427.31/yr to £16,525.92/yr
Processing new business
Experience in Financial services; The Role
This is a not-to-be-missed opportunity for you as an IFA administrator as an IFA administrator you will deal with several administrative tasks and assist independent financial advisers to deliver effective communication, organisation and timekeeping these are crucial for a financial business and you will be in charge of ensuring that every task is carried out as instructed, all while maintaining contact with the relevant people.
Posted by Premier Jobs UK Limited • £25K/yr to £28K/yr
General
This entry-level IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
As an IFA Administrator, your duties will include
Input data onto the customer back office system and manage client records to keep them up to date.