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IFA Administrator

Finlink Ltd
Posted 2 days ago, valid for a month
Location

Bristol, Somerset BS40 8SL, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

Health Insurance
Retirement Plan

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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  • The IFA Administrator position is based south of Bristol and offers a salary of up to £30,000.
  • Candidates should have at least 2 years of experience in IFA Administration.
  • The role includes providing administrative support and the opportunity to take on Paraplanning duties over time.
  • The company is a chartered financial planning firm that has experienced organic growth through client recommendations.
  • Benefits include a discretionary bonus, a non-contributory pension scheme, 25 days of holiday, and study support.

IFA Administrator

South of Bristol

Office based role

Up to 30k

This role is best suited to those with 2+ years’ experience within IFA Administration. While initially you will be providing administration support, there is the ability to take on Paraplanning duties, starting with basic report writing, with the possibility to progress down the line. Salary up to £30k.

The Business

The business is a chartered financial planning firm based just south of Bristol and has been in operation almost 10 years. The sustained growth of the company has been completely organic, based solely on reputation, with most recommendations coming from happy clients. The supportive office promotes a learning culture, offering study support, training and internal promotions.

The Role

Within the role you will be working closely with the team, supporting the Advisors and Paraplanners by liaising with clients and providers, preparing client review packs and product research, submitting new business, conducting the letter of authority process as well as the potential to learn suitability letter writing. You’ll be part of a team that believes in doing the right thing for clients with no sales targets.

The Benefits

  • Salary up to £30k
  • 12:45 finish every Friday
  • Discretionary bonus
  • Non-contributory pension scheme (8% Employer contribution)
  • 25 days holiday + Bank holidays
  • Private health insurance
  • Group life cover
  • Study support
  • Free parking

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.

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.