Role: IFA Administrator
Location: Bristol
Salary: Up to £33,000
2-3 days a week in the office
This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
The Opportunity
Due to growth, this company have an exciting opportunity for an experienced IFA Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.
You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.
What's on offer?
- Parking onsite
- Discretionary Annual Bonus
- 10% Employer Pension Contribution
- Private Medical Insurance
- Life Assurance
- Annual Leave - minimum of 25 days
- Additional days off at Christmas
- Discounted gym membership
What's needed for me to be considered?
- Previous experience within Financial Planning in an IFA Administrator support role
- Understanding of the full financial planning & corporate advice process
- Experience dealing with a range of clients and confident in the processes involved in an Administrator role
- Strong communication skills
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory