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Wealth Management Coordinator

1 month ago

Bristol, Bristol, United Kingdom Successionwealth Full time

SUCCESSION WEALTH IS SEEKING A HIGHLY ORGANISED AND COMPETENT IFA ADMINISTRATOR TO JOIN OUR CLIENT DELIVERY TEAM IN BRISTOL. AS A KEY MEMBER OF OUR TEAM, YOU WILL SUPPORT OUR WEALTH PLANNERS TO DELIVER EXCEPTIONAL CLIENT SERVICE AND ACHIEVE OUTSTANDING RESULTS.

Your main responsibilities will include liaising with policy providers, obtaining policy illustrations, and ensuring accurate data entry. You will also contribute to the development of our team's skills and knowledge by participating in training and professional development opportunities.

We offer a competitive salary, annual pay reviews, and performance-linked increases. Our comprehensive benefits package includes access to funded apprenticeships, 25 days annual leave, and an excellent company pension scheme. We also provide ongoing support and training to help you achieve your career goals.

The estimated salary for this role is £36,000 - £41,000 per annum, depending on experience. If you are a highly motivated and administratively skilled individual, we would love to hear from you.