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Job Title: IFA Administrator
Industry: Wealth Management
Location: Bristol
Salary: £25,000 - £35,000
Job reference: 9655
Recruit UK are working with a client centric and successful boutique wealth management company in Bristol, who are looking to bring on an new IFA Administrator. This role will include providing general administrative support to the Financial Advisers, supporting with valuations, assisting with telephone duties, inbox management, diary management, new business processing, annual review processing, withdrawal letter writing, client servicing and much more.
Benefits:
- Flexible working offered
- Quals not as important as experience
- Sickness policy / holiday allowance
- Ongoing study, progression and exam support
- 11% Pension Contribution (Salary Exchange)
- Salary £24,000 - £35,000 (salary dependent on skill and experience)
- Bonus scheme, benefits and holiday allowance
Requirements:
- Previous experience as an IFA Administrator in a Wealth Management company
- Ideally experience having utilised Intelligent Office or similar
- Attention to detail and organisational skills
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Leicester on an IFA Administrator role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
