Ifa Administrator
2 days ago
An opportunity has presented itself for a financial services Administrator to join a highly-reputable financial planning practice in Bristol
As well as supporting the Financial Planners and Paraplanners with tasks, you will be required to provide a high level of service to the firm's existing and new clients.
Previous financial services experience is preferred, but if you posses the right attitude and a willingness to learn this could be a great way to make a start in a career within Financial Planning.
**Key Responsibilities**
- Contact clients to capture relevant current information.
- Liaising with the paraplanners & advisers to ensure they have the documentation needed to assist clients.
- Liaise with other members of the team to resolve problems.
- Create short reports from standard documentation using word processing skills.
- Arrange meetings / book appointments.
- Update and maintain the firm’s records / registers, as required.
**What's on offer?**
- 25 days holiday + bank holidays
- Company pension scheme
- Financial and training support
- Life assurance scheme
**What next?**
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
**Synonyms**: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Planning Administrator, Financial Services Administrator
-
Ifa Administrator
2 days ago
Bristol, United Kingdom Heat Recruitment Full timeIFA Administrator/ Senior IFA Administrator/ Administrator/ Financial Services/ Accountancy/ Accounts Assistant/ Adviser support/ IFA **Salary**: Up to £28,000 Dependent on Experience Location: Bristol Duration: Permanent, Full Time We are working with an established Independent Financial Adviser based in Bristol looking to bring on an experienced IFA...
-
Ifa Administrator
6 days ago
Bristol, United Kingdom Heat Recruitment Full timeA fantastic opportunity to join a fast growing Financial Planning firm based in Bristol. Due to growth our client is looking for a bright and motivated IFA Administrator to join their existing team. The role will involve collaborating with Financial Plannersand other colleagues to provide support to both them and the firms clients. The company are proud of...
-
IFA Administrator
7 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...
-
Ifa Administrator
2 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...
-
Ifa Administrator
4 weeks ago
Bristol, United Kingdom Finlink Ltd Full timeIFA Administrator South of Bristol Office based role Up to 30k This role is best suited to those with 2+ years' experience within IFA Administration.While initially you will be providing administration support, there is the ability to take on Paraplanning duties, starting with basic report writing, with the possibility to progress down the line.Salary up to...
-
Ifa Administrator
7 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
7 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 Sales Support Administrator
13 hours ago
Bristol, United Kingdom mbf. Full timeA market leading Wealth Management organisation with a national presence have the requirement for an IFA Sales Support Administrator to join their team in Bristol. Our client are a forward thinking, medium sized business that work at the top end of the market. They now have the requirement for an additional IFA Administrator to join their team, to provide...
-
IFA Administration Specialist
3 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full timeIFA Administration SpecialistWe are seeking an experienced IFA Administration Specialist to join our team in Bristol. This is an excellent opportunity for someone with a passion for financial services administration to take their career to the next level.The ideal candidate will have 2+ years of experience in financial services administration, with a proven...
-
Ifa Administrator
2 days ago
Bristol, United Kingdom Reed Insurance Full timeReed Financial Services are pleased to be recruiting for an exciting opportunity for a Client Support / IFA Administrator to join a National IFA Bristol that’s been established since 2000 and very well regarded and won multiple awards. They are looking for experienced individuals who are motivated and wanting to further their careers within the financial...
-
Ifa Administrator
7 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 Administration Manager
12 hours ago
Bristol, United Kingdom Ortus PSR Full timeA brilliant opportunity for an IFA Administration Team Manager to join a National financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point of contact for queries, managing workloads with the team and identifying training needs and...
-
Ifa Support Administrator
6 days ago
Bristol, United Kingdom Aspire Executive Search Full timeIFA Support Administrator, Bristol. Salary up to £28,000 (Dependent upon level of experience) Excellent benefits including a bonus and an element of home working. This is an excellent and interesting opportunity in the Brsitol area to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The...
-
Ifa Administrator
4 weeks ago
Bristol, United Kingdom Mbf Full timeJob Description Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with...
-
Ifa Administrator
6 days ago
Bristol, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: IFA Administrator** **Salary: £24,000 - £28,000** **Location: Bristol** This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow, despite the challenges of Covid. They place an emphasis on client care and providing a tailored solution. They have a broad...
-
Senior Ifa Support Administrator
6 days ago
Bristol, United Kingdom Aspire Executive Search Full timeSenior IFA Support Administrator, Bristol. Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus and an element of home working. This is an excellent and interesting opportunity in the Brsitol area to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex...
-
Ifa Administrator
7 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
7 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
6 days ago
Bristol, United Kingdom enable Recruitment Full time**- Up to £25,000 annual salary** **- Fun, supportive culture** **- Modern office next to Temple Meads** We are working with a rapidly growing Wealth Management company to find an IFA Finance Administrator with an ambitious, friendly attitude to be part of their team. They pride themselves on providing a market-leading, personalised service to a wide array...
-
Ifa Administrator
4 days ago
Bristol, United Kingdom Finlink Ltd Full timeAn excellent opportunity to join a well-established firm of Chartered Financial Planners who are based just outside of Bristol. This company is directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services. The firm are now in a position to appoint a new administrator to join their...