Senior Ifa Administrator
3 days ago
This Senior IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As a Senior IFA Administrator, you will be working closely together with their team of Financial Advisors and Paraplanners to ensure clients are well supported.Your responsibilities will include:
- Preparing portfolio reviews for client meetings
- Liaising with clients to arrange their review meetings
- Drafting recommendation reports
- Assisting with researching solutions and analysis of existing arrangements
**Senior IFA Administrator requirements**
- You should have 1- 2 years' industry experience as an IFA Administrator or Junior Paraplanner
- You should have technical knowledge of financial planning products and processes
- You should have experience of closely supporting Financial Advisors
**The Company**
Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has grown organically and through acquisitions. They are a forward-thinking firm that are looking to continue building their team of quality, professional IFAsand supporting team members.
**Senior IFA Administrator Benefits**
- Salary of £24,000 - £28,000 dependent upon experience
- Plus company benefits of pension, DIS, PHI, health insurance
- 22 days holiday (rising to 25 days) plus bank holidays
- After an initial training period, hybrid working offered - 2 days in the office and 3 working from home
- 37.5 working hours per week
- In addition, as a company they would support you with development by paying for your exams and study material
**Locations**
Bristol
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