IFA Administrator

IFA Administrator

Bristol area

Occasional home working

Up to £30k

This role is best suited too candidates with administration experience within financial services, however administration experience within a regulated industry will also be considered. Progression potential in the future if you demonstrate capabilities. Salary up to £30k.

The Business

The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey.

The Role

Within the role, you will be supporting the advisors and Paraplanners within the firm. This includes arranging meetings, speaking to clients and providers, letter of authorities, processing new business and simple annual reviews. The role will be tailored to your skills and experiences, covering multiple business areas.

The Benefits

• Salary up to £30k
• Holiday days
• Pension above statutory
• Death in service
• Full benefits to be confirmed

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