IFA Administrator

2 months ago


Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time

This Financial Planning Administrator role in a quality, Chartered Financial Planning firm provides an opportunity to join a dynamic team.

You will be part of the head office support staff team, working alongside experienced professionals, including Paraplanners and IFA Administrators, who provide high-quality support to a team of Chartered Financial Planners.

As a Financial Planning Administrator, your key responsibilities will include:

  • Inputting data onto the customer back office system and managing customer records.
  • Providing administrative support to the financial planning team, ensuring seamless day-to-day operations.
  • Collaborating with colleagues to achieve team goals and objectives.

This is an exciting opportunity to develop your skills and experience in a fast-paced, dynamic environment.

Key Skills and Qualifications:

  • Excellent administrative and organizational skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Strong communication and teamwork skills.

About Premier Jobs UK Limited:

Premier Jobs UK Limited is a leading recruitment agency specializing in financial services and administration roles.


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