Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on a part-time IFA Administrator to join the team.
Do you have previous financial planning administration experience and seeking your next role?
Are you an IFA Administrator with aspirations to become a Financial Planner?
General
Recruit UK are working with a thriving wealth management firm in Bristol who are looking to bring on an IFA Administrator, who they can train up to become a Financial Planner.
The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality' environment - working towards shared goals and supportive of each other with ad-hoc team socials and events.
£30,000 - £37,000 DOE (for 32.5 hour week across 5 days) Flexitime & Superb Benefits
Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based
Reed Financial Services are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA Bristol that's been established over 20 years and very well regarded and won multiple awards.
They are looking for experienced individuals who are motivated and wanting to further their careers within the financial services industry by joining their team as a Client Support Administrator.
To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures.
We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.