Ashley Rees Associates are currently working with an award-winning firm of Independent Financial Planners and Independent Advisers. Due to growth an exciting opportunity is now available for a part-time (approx. 25 hours) IFA Administrator based in Bristol to join their team, but working predominantly remotely. The successful candidate will be responsible for providing technical support which is to include:
- Report writing / preparing client financial planning reports
- Ensure records are maintained and kept up to date
- New business processing
- Preparing client files and reviews
- Review valuation reports
The successful candidate will ideally come from a financial services background. Our client is looking for an enthusiastic, self-motivated individual, who can work remotely as part of a team and have a flexible approach.