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.
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.
Exciting opportunity to join an established firm of financial advisers as a Client Services Administrator.
The will be supporting the Partners/advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market.