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IFA Administrator

IFA Administrator

Ashley Rees Associates

Posted 19 days ago, valid for 7 days

Bristol, City of Bristol BS6 5EX

£40,000 - £48,000 per annum

Part Time

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Sonic Summary

Ashley Rees Associates is seeking a part-time IFA Administrator for an award-winning firm of Independent Financial Planners in Bristol, primarily working remotely.
The role requires approximately 25 hours per week and involves providing technical support, including report writing and maintaining client records.
Candidates should ideally have a background in financial services and possess enthusiasm and self-motivation.
The successful individual will be responsible for processing new business, preparing client files, and reviewing valuation reports.
Salary details are not specified, but relevant experience is preferred for this position.

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.

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