IFA Administrator
other jobs Recruit UK
Added before 4 Days
- England,South West,Bristol
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Job Title: IFA Administrator
Industry: Financial Planning
Location: Bristol
Salary: up to £32,000
Job Reference: 10096
Job Description:
Recruit UK are working with on an exciting opportunity for an IFA Administrator to join a Financial Planning firm.
Our client is a specialise Financial Planning firm, who have offices across the UK. As their Bristol office continues to grow and expand, they are looking to bring on an IFA Administrator to join their well established back office team.
Duties:
*Helping prepare for client meetings, both new business and existing
*Updating the back office system with client information and documentation
*Sending out LOA
*Preparing cases for submission and processing new business applications
*Liaising with clients and advisers
Benefits:
*Competitive salary up to £35,000
*Discretionary Bonus
*Private medical insurance
*25 days annual leave +/- 5 days
*Hybrid working 3:2
*Christmas closure
*7.5% pension contribution
*Continued professional development and career progression
*Exam funding and support
Skills and experience required:
*Experience working as a Financial Planning Administrator (required)
*Experience using Intelligent Office
*Good knowledge of UK regulations and products
Industry: Financial Planning
Location: Bristol
Salary: up to £32,000
Job Reference: 10096
Job Description:
Recruit UK are working with on an exciting opportunity for an IFA Administrator to join a Financial Planning firm.
Our client is a specialise Financial Planning firm, who have offices across the UK. As their Bristol office continues to grow and expand, they are looking to bring on an IFA Administrator to join their well established back office team.
Duties:
*Helping prepare for client meetings, both new business and existing
*Updating the back office system with client information and documentation
*Sending out LOA
*Preparing cases for submission and processing new business applications
*Liaising with clients and advisers
Benefits:
*Competitive salary up to £35,000
*Discretionary Bonus
*Private medical insurance
*25 days annual leave +/- 5 days
*Hybrid working 3:2
*Christmas closure
*7.5% pension contribution
*Continued professional development and career progression
*Exam funding and support
Skills and experience required:
*Experience working as a Financial Planning Administrator (required)
*Experience using Intelligent Office
*Good knowledge of UK regulations and products
Job number 3573361
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...