Posted by Premier Jobs UK Limited • £25K/yr to £28K/yr
General
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.
This entry-level IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
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.
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.
Paraplanner, outskirts of Bristol; Up to £45,000
The business will provide you with great benefits and for those who are chartered a salary of up to £45,000.
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.