IFA Administrator,
Bristol
Office based
Up to £35,000
The role is best suited to those with IFA Administration experience, but the company are open to consider individuals at any stage of their journey within the industry. For those starting out, there will be training provided. For those experienced within IFA Administration there will be progression potential in the future. Salary up to £35k.
The Business
The company is an established firm, operating for over 20 years. A small to medium sized business with multiple advisors, who are looking to expand. They are directly authorised and operating in a niche market but work with clients in all walks of life. They primarily focus on pension and investment advice.
The Role
Within the role you will be supporting multiple financial advisors within the firm, helping with annual reviews, liaising with clients and providers, arranging meetings, processing new business and withdrawals, fund switches, top ups, letter of authority information.
The Benefits
- Salary up to £35k
- Free parking
- 20 Holiday days + Bank holidays
- Pension scheme
- Exam support
- Supportive office environment
How to apply
If this role sounds of interest, please click "apply now" and we will be in touch soon!
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator