Ifa Administrator

1 week ago

Bristol, United Kingdom Finlink Ltd Full time

An 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 established team. The role will provide the opportunity to work with the paraplanners and financial planners in maintaining existing relationships whilst helping to develop new opportunities.

**The Role**:

- Support the paraplanners and financial planners with all administration duties as required
- Collating information required for regular client review meetings
- Ensuring client records and back-office records are maintained
- Dealing with client queries and ad-hoc requests
- Liaising with product providers and other suppliers

**How will we help?**
- Training will be provided enabling you to develop
- You will be working with a team of experienced administrators, paraplanners and financial planners
- Ability to study with financial support with to develop your career in Financial Services

**Required Skills and Qualifications**:

- Minimum 2 years’ experience of working within a similar financial services role, preferably within a financial / wealth management practice
- Ability to manage own workload whilst meeting deadlines
- Confident communication skills both written and verbally comfortable dealing with clients, providers and management
- Absolute commitment to providing excellent customer service at all times

**Benefits**:

- Salary of up to £30,000, depending on experience
- 26 days holiday rising to 31 days after 5 years + bank holidays
- A day off each year where you can volunteer to undertake charity work for a charity of your choice
- Generous employer pension contribution
- DIS Cover provided
- Income Protection cover
- Discretionary bonus available
- Private Medical Insurance and Health Cash plan
- Free parking provided.
- Support with achieving professional qualifications.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Financial planning services

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Bristol, Bristol: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have experience as an IFA Administrator?

Work Location: In person

Reference ID: 12430714685

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