IFA Administrator
4 days ago
MBF is working with one of the UK's leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. Their Financial Planning division has grown significantly in recent years, with ambitious plans for continued expansion. The opportunity In this role, you will provide comprehensive support to a team of successful Financial Planners and a portfolio of high-net-worth (HNW) clients. Key Responsibilities: Build and maintain strong relationships with Financial Planners and clients. Work closely with Paraplanning and internal teams to ensure efficient and high-quality administration, resulting in excellent client outcomes. Ensure timely and compliant client reviews in line with service levels and regulations. Assist in the scheduling and preparation of client meetings. Ensure all client files are accurate and up to date, both pre- and post-meeting. Manage all post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers. Maintain a basic level of industry knowledge through independent learning and workshops. About You: Minimum 2 years' experience in a similar Wealth Management/Financial Planning administration role. Ideally working towards CII qualifications (not essential). Proactive, detail-oriented, and highly organised. Strong communication skills—written, verbal, and listening. What's on Offer? This firm is known for its training and development, providing full support, including financial sponsorship and study leave, to help you attain the Diploma in Financial Planning. Benefits & Package: Salary up to £35,000 Discretionary Bonus Excellent benefits, including pension, death in service, and private medical insurance Hybrid working - 3 days in the office, 2 from home First-class training & support Progression opportunities within a highly respected firm This is a fantastic opportunity to join a leading organisation and gain valuable experience in a dynamic and professional environment.
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Ifa Administrator
7 days ago
Bristol, United Kingdom Ortus PSR Full timeA boutique IFA practice in Bristol City Centre are hiring for a IFA Administrator to join their team! Providing full administrative support to the Paraplanners and Financial Advisers, you will all be provided with full support for professional qualifications. **Responsibilities**: - Assisting with preparing documents for the Paraplanners and Financial...
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Ifa Administrator
2 weeks ago
Bristol, United Kingdom Ortus PSR Full time**IFA Administrator** **Location: Bristol** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...
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Ifa Administrator
2 weeks ago
Bristol, United Kingdom Ortus Psr Full time**IFA Administrator** **Location: Bristol** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...
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Ifa Support Administrator
21 hours ago
Bristol, United Kingdom Aspire Executive Search Full timeIFA Support Administrator, Bristol. Salary £25,000 - £28,000 dependant upon experience, excellent benefits **Do you work for an IFA practice as an IFA Support Administrator and enjoy working closely with advisers and clients?** **Are you keen to have regular contact with clients by phone, in person and virtually?** **Do you want to work for a firm where...
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Ifa Administrator
5 days ago
Bristol, United Kingdom The Progress Shed Full timeThe Role We have an exciting opportunity for an experienced IFA Administrator to join a highly respected independent financial firm. You will play a vital role in providing efficient administrative support to a team of independent financial advisers. Your exceptional organisational and time-management skills will be crucial to ensure that all tasks are...
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Senior Ifa Administrator
21 hours ago
Bristol, United Kingdom Ortus Psr Full time**Senior IFA Administrator** **Location: Bristol** **Salary: £20,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...
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Senior Ifa Support Administrator
3 days ago
Bristol, United Kingdom Aspire Executive Search Full timeSenior IFA Support Administrator - Bristol Salary between £25,000 - £36,000. Excellent benefits including a bonus, parking and the option to work from home for a number of days Are you an IFA Support Administrator looking for your next career move? Would you like to step up to and be recognised for Team Leader duties? Would you like to join an energetic...
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Ifa Administrator
21 hours ago
Bristol, United Kingdom mbf. Full timeA market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an experienced IFA Administrator to join their team in Bristol. The company are a true market leader, being one of the largest and most successfulFinancial Planning organisations in the country. The role will be working alongside an experienced...
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Senior Ifa Support Administrator
3 days ago
Bristol, United Kingdom Aspire Executive Search Full timeSenior IFA Support Administrator / Team Leader - Bristol Salary between £25,000 - £36,000. Excellent benefits including a bonus, parking and the option to work from home Are you an IFA Support Administrator looking for your next career move? Would you like to step up to and be recognised for Team Leader duties? Would you like to join an energetic and...
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Ifa Administrator
3 days ago
Bristol, United Kingdom mbf. Full timeOne of our best clients a national Financial Planning & Investment Management organisation are currently in the market to recruit an IFA Administrator to join their team in Bristol. The business is hugely successful and are one of the leading Wealth Managementbusinesses in the UK. They are looking to recruit an experienced Financial Planning/Wealth...
