Senior Ifa Administrator

1 week ago


Bradley Stoke, United Kingdom Premier Jobs UK Limited Full time

This Senior IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As a Senior IFA Administrator, you will be working closely together with their team of Financial Advisors and Paraplanners to ensure clients are well supported.Your responsibilities will include:

- Preparing portfolio reviews for client meetings
- Liaising with clients to arrange their review meetings
- Drafting recommendation reports
- Assisting with researching solutions and analysis of existing arrangements

**Senior IFA Administrator requirements**
- You should have 1- 2 years' industry experience as an IFA Administrator or Junior Paraplanner
- You should have technical knowledge of financial planning products and processes
- You should have experience of closely supporting Financial Advisors

**The Company**

Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has grown organically and through acquisitions. They are a forward-thinking firm that are looking to continue building their team of quality, professional IFAsand supporting team members.

**Senior IFA Administrator Benefits**
- Salary of £24,000 - £28,000 dependent upon experience
- Plus company benefits of pension, DIS, PHI, health insurance
- 22 days holiday (rising to 25 days) plus bank holidays
- After an initial training period, hybrid working offered - 2 days in the office and 3 working from home
- 37.5 working hours per week
- In addition, as a company they would support you with development by paying for your exams and study material

**Locations**

Bristol
- Liability and Disclaimer_
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._



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