IFA Administrator
South of Bristol
Office based role
Up to 30k
This role is best suited to those with 2+ years' experience within IFA Administration. While initially you will be providing administration support, there is the ability to take on Paraplanning duties, starting with basic report writing, with the possibility to progress down the line. Salary up to £30k.
The Business
The business is a chartered financial planning firm based just south of Bristol and has been in operation almost 10 years. The sustained growth of the company has been completely organic, based solely on reputation, with most recommendations coming from happy clients. The supportive office promotes a learning culture, offering study support, training and internal promotions.
The Role
Within the role you will be working closely with the team, supporting the Advisors and Paraplanners by liaising with clients and providers, preparing client review packs and product research, submitting new business, conducting the letter of authority process as well as the potential to learn suitability letter writing. You'll be part of a team that believes in doing the right thing for clients with no sales targets.
The Benefits
- Salary up to £30k
- 12:45 finish every Friday
- Discretionary bonus
- Non-contributory pension scheme (8% Employer contribution)
- 25 days holiday + Bank holidays
- Private health insurance
- Group life cover
- Study support
- Free parking
If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator.