IFA Administrator – Part-time
Job Title: IFA Administrator – Part-time
Industry: Wealth Management
Location: Bristol
Salary: £26,000 – £30,000
Job Reference: 9008
Job Description:
Do you have previous financial planning administration experience and seeking your next role?
Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on a part-time IFA Administrator to join the team. They will provide you long-term career opportunities, and you will be working with Financial Planners to provide full administrative support. This is a part-time position, but you must be available on Fridays to support.
Duties will include:
- Letters of authority
- Quotations
- Client servicing
- Providing support to Financial Planners
- Utilising platforms
- Withdrawals
- Processing new business
- Valuations
Benefits:
- Part time role
- Salary Up to £30,000
- Discretionary bonus
- Progression structure & exam support
- Annual pay reviews
- Death in service
Skills and experience required:
- Previous experience within wealth management administration
- Attention to detail
- Excellent communication skills
- Ability to work independently and as a team
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.