Current jobs related to Financial Services Administrator/IFA Administrator-Bristol - Bristol - Financial Divisions
-
Ifa Administrator
5 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: IFA Administrator** **Industry: Wealth Management** **Location: Bristol** **Salary: up to £28,000 (higher negotiable dependent on experience)** **Job reference: 8906** **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...
-
Ifa Administrator
5 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: IFA Administrator (Trainee Financial Adviser)** **Industry: Wealth Management** **Location: Bristol (1 day a week in the office)** **Salary: £28,000 - £30,000** **Job reference: 9019** Are you an IFA Administrator with aspirations to become a Financial Planner? Recruit UK are working with a thriving wealth management firm in Bristol who...
-
Ifa Administrator
5 months ago
Bristol, United Kingdom Finlink Ltd Full timeThis role is suited to those with 3+ Years of experience in IFA Administration within an advisory firm. The role is based in the close-knit office, where they value and reward hard work, team players and flexibility. Within the role, there is a direct route to senior administrator, and potential progression to Trainee Paraplanner in the future. The salary...
-
Ifa Administrator
5 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: IFA Administrator - Part-time** **Industry: Wealth Management** **Location: Bristol** **Salary: £26,000 - £30,000** **Job reference: 9008** 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...
-
Ifa Administrator
5 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: IFA Administrator - Part-time** **Industry: Wealth Management** **Location: Bristol** **Salary: £26,000 - £30,000** **Job reference**: 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...
-
Ifa Administrator
6 days ago
Bristol, United Kingdom CV-Library Full timeAshley Rees Associates are currently working with an award-winning firm of Independent Financial Planners and Independent Advisers. Due to growth an exciting opportunity is now available for a part-time (approx. 25 hours) IFA Administrator based in Bristol to join their team, but working predominantly remotely. The successful candidate will be responsible...
-
Financial Services Administrator
5 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: Administrator** **Industry: Financial Services** **Location: Bristol** **Salary: £25,000 - £30,000** **Job reference: 8619** Do you have experience working as an Administrator for a Wealth Management or IFA firm? Do you have WRAP platform experience? Recruit UK is working on an opportunity for an IFA Administrator to join one of the...
-
IFA Administrator
1 month ago
Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As an IFA Administrator, your duties will include: Input data...
-
Ifa Administrator
5 months ago
Bristol, United Kingdom Finlink Ltd Full timeThis role is for you if you are an experienced Administrator with experience of working within an IFA business. Paying a salary of up to £35,000 depending on experience, this opportunity is for those looking to become part of a dynamic team within a well-respected firm, where your contributions will be valued and your professional growth supported. **The...
-
IFA Administrator
4 months ago
Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.As an IFA Administrator, your duties will include:Input data onto...
-
Senior Client Servicing Administrator
4 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €35,000IFA Administrator - £35,000 + Bonus – Bristol / Hybrid (2 days/week in office) I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based...
-
IFA Administrator
4 months ago
Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.As an IFA Administrator, your duties will include:Input data onto...
-
Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Reed Full timeReed Financial Services: Exciting Opportunity for a Private Client Support / IFA AdministratorWe are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA in Bristol, established over 20 years and very well regarded, with multiple awards.The successful candidate will be an experienced...
-
Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Reed Full timeReed Financial Services: Exciting Opportunity for a Private Client Support / IFA AdministratorWe are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA in Bristol, established over 20 years and very well regarded, with multiple awards.The successful candidate will be an experienced...
-
IFA Administrator
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in North Somerset offers a unique opportunity to join a reputable, Chartered Financial Planning firm.You will be part of a dynamic head office support staff team, including Paraplanners and IFA Administrators, who provide high-quality support to their team of Chartered Financial Planners.As an IFA Administrator, your key...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in North Somerset offers a unique opportunity to join a reputable, Chartered Financial Planning firm.You will be part of a dynamic head office support staff team, working alongside Paraplanners and IFA Administrators who provide high-quality support to a team of Chartered Financial Planners.As an IFA Administrator, your key...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in North Somerset offers a unique opportunity to join a reputable, Chartered Financial Planning firm.You will be part of a dynamic head office support staff team, working alongside Paraplanners and IFA Administrators who provide high-quality support to a team of Chartered Financial Planners.As an IFA Administrator, your key...
-
IFA Administrator
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in North Somerset offers a unique opportunity to join a reputable, Chartered Financial Planning firm.You will be part of a dynamic head office support staff team, including Paraplanners and IFA Administrators, who provide high-quality support to their team of Chartered Financial Planners.As an IFA Administrator, your key...
-
Client Services Administrator
4 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €35,000IFA Administrator - £35,000 + Bonus – Bristol / Hybrid (2 days/week in office) I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are...
-
Client Services Administrator
4 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator - £35,000 + Bonus – Bristol / Hybrid (2 days/week in office)I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based...
Financial Services Administrator/IFA Administrator-Bristol
2 months ago
Our client is a well-known Bristol-based financial planning company. They are seeking a Financial Planning Administrator to join their extremely social team. They are located in contemporary offices in the centre of the city. This position is a fantastic chance to work with a reputable, professionally operated financial advisory company that has a stellar reputation for being a caring, ethical, and all-encompassing wealth management service provider.
The company is a client-facing private wealth consultant that provides rich clients in the London and home counties area with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections. In order to assist customers with Wills, Trusts, and Estate work, they additionally assist customers in making intergenerational plans.
As a candidate for this position, you will have some prior experience working for a financial services company licensed by the FCA or in the broader Wealth Management industry.This specific firm provides a relatively unique opportunity to work with clients referred to it by law and accounting services firms, to assist individuals navigating financial management planning projects, or to help them prepare for financial stability following the death of a loved one.The Role
Along with interacting with clients, creating reports for client review meetings, and performing other as-needed duties related to the position, your responsibilities will include managing the financial administration of pensions, investments, and other financial services goods and services.About You And Your ExperienceThis is very progressive Financial Planning Administrative role and as such it requires an individual with a desire to build a long-standing career in a Wealth Management Practice or in an associated financial planning business, so ideally you will have had some experience of working in an administrative role within financial services previously and have a good grasp and understanding of the workings of a financial advisor's role. The role has the added advantage of offering real career progression, with the next steps would be to train and develop as a Paraplanner when you feel ready for the challenge. Full on the job training and support will be provided, along with flexible hybrid working.If you are interested in discussing this role further, or would like to know about other opportunities we are working on, please contact me with a copy of your CV.
