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.
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.
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.
The business will provide you with great benefits and for those who are chartered a salary of up to £45,000.
Join Our Clients Team as a Permanent Financial Adviser
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.
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?
Join Our Clients Team as a Permanent Financial Adviser
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.
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?
Experience: Previous experience in IFA administration
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.
If you have previous experience in IFA administration and aspire to work in a dynamic team, we want to hear from you.