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IFA Administrator

Heat Recruitment
Posted 19 hours ago, valid for 24 days
Location

Bristol, Somerset BS200EJ, England

Contract type

Full 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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  • This is an opportunity for an IFA Administrator to join a respected Independent Financial Adviser practice.
  • The role is office-based, with the employer open to 4 or 5 day work weeks for successful candidates.
  • Candidates should have experience working closely with HNW clients and being client-facing.
  • Previous experience within IFA practices is preferred, along with good product knowledge.
  • Salary details are not specified, but candidates with relevant experience are encouraged to apply.

This is an opportunity for an IFA Administrator to join a respected Independent Financial Adviser practice. The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a personalised service. This role would be office based and the employer is happy to look at 4 or 5 day weeks for succesful candidates.

The Opportunity

A fantastic opportunity has been created for an administrator to join a bespoke, growing business and work within a highly qualified team to provide assistance to the firms paraplanners and financial advisors.

The perfect candidate will have experience of working closely with HNW clients and have experience of being client facing.

What’s needed for me to be considered?

  • Previous experience within the IFA practices is preferred
  • Will consider candidates from a general admin background.
  • Good product knowledge
  • Experience being client facing.

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.#LI-SN1

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.