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IFA Administrator

Ashley Rees Associates
Posted 14 hours ago, valid for 25 days
Location

Bristol, City of Bristol BS6 5EX

Salary

£40,000 - £48,000 per annum

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Contract type

Part Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.