Posted by Premier Jobs UK Limited • £25K/yr to £28K/yr
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.
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.
The business will provide you with great benefits and for those who are chartered a salary of up to £45,000.
This paraplanner role is best suited to paraplanners with at least a year's worth of experience in addition to holding at least the level 4 diploma in financial advice.
Experience: Previous experience in IFA administration
If you have previous experience in IFA administration and aspire to work in a dynamic team, we want to hear from you.
Our client, a lovely Wealth Management company with offices in London and Bristol, are currently seeking a Permanent Senior IFA Administrator for their beautiful Bristol offices.