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Financial Services Administrator
4 months ago
**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 UK’s fastest-growing discretionary management firms in Bristol. You would be assisting the client service team with the administrative team to ensure effective and efficient operations of the team and wider business.
The firm can offer a family-feel environment and a generous benefits package which include progression opportunities and support with qualifications.
**Duties**:
- Processing new business
- Maintaining and updating databases
- Liaising with lenders & providers
- Acting as the first point of contact for clients
**Benefits**:
- Competitive salary up to £30,000
- Discretionary bonus
- Progression structure & exam support
- Annual pay reviews
- Death in service
**Skills required**:
- Experience in an administrative role working within an IFA/ Wealth Management firm
- Experience using company databases/ systems.
- WRAP platform experience
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 is pleased to be working with a.. firm, looking for a...
Our commitment to you:
Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
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.
**Salary**: £25,000.00-£30,000.00 per year
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: 8619
