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Financial Planning Administrator

2 months ago


BurnhamonSea, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time £27,000 - £32,000
Job Opportunity

We are seeking a highly organized and experienced Financial Planning Administrator to join our team at Recruit UK | Certified B Corp™. As an IFA Administrator, you will provide essential administrative support to our financial advisers, ensuring smooth operations within the firm.

Key Responsibilities
  • Manage client data, updating records and maintaining compliance documentation
  • Optimise back-office systems and maintain compliance standards
What We Offer
  • Competitive salary
  • Support environment for career progression & qualifications within work hours
  • Hybrid working and carpool options for people travelling from Bristol
  • Opportunity to progress within the company to Paraplanning and Advice
  • Generous benefits including PMI, pension, and support
Requirements
  • Previous experience in a financial planning or IFA environment
  • Proficient in using financial advice software
  • Financial Services