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.
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.
The business will provide you with great benefits and for those who are chartered a salary of up to £45,000.
Paraplanner, outskirts of Bristol; 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.