Input data onto the customer back office system and manage client records to keep them up to date.
General
This 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.
This Operations and Compliance Director role is best suited to those who have held SMF16 and SMF17 permissions and who are experienced at looking after Independent Financial Advisory back-office teams, such as administration and paraplanning teams.
This business will provide you with great benefits, a salary of up to £100,000, and performance bonuses.
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 £60,000
The business will provide you with great benefits and for those who are chartered a salary of up to £60,000.