IFA Administrator
Job Title: IFA Administrator
Industry: Wealth Management
Location: Bristol
Salary: Up to £28,000 (higher negotiable dependent on experience)
Job Reference: 8906
Job Description:
Do you want to work for a firm who truly value your work – life balance, as well as caring about the planet and the environment?
Recruit UK are proud to be working with a leading wealth management firm in Bristol on an IFA Administration role. They pride themselves on their easy- going culture, whereby everyone feels supported and their career aspirations are nurtured.
Duties will include:
- Processing new business
- Illustrations
- Obtaining information from shareholders
- Diary management
- Updating CRM system
- Working alongside Paraplanners and Financial Planners
- General administration duties
Benefits:
- Salary between £24,000 – £28,000
- Hybrid working
- Profit share scheme
- 25 days annual leave plus bank holidays
- Death in service
- Health plan
Skills and experience required:
- Previous experience within a wealth management or asset management firm
- Ability to multitask
- Excellent communication skills – both written and verbal
- Ability to work independently and as a team
Please note, this is a fixed term contract of 1 year.
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 a Wealth Management Firm in Bristol on an IFA Administration 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.
