Senior IFA Admin
other jobs Heat Recruitment
Added before 9 Days
- England,South West,Bristol
- Full Time, Permanent
- £27,000 - £31,000 per annum
Job Description:
Full job descriptionSenior IFA AdministratorBristol | Hybrid Working Available
£27,000 - £31,000 + Benefits
Full-Time | Permanent
An established wealth management firm in Bristol is looking to appoint a Senior Administrator to support advisers, clients and senior management across day-to-day operations and client servicing.
This position would suit an experienced financial services administrator looking to step into a broader role with increased responsibility and exposure.
Key Responsibilities:*Processing investment and client instructions
*Maintaining accurate client and portfolio records
*Preparing client valuations and reports
*Supporting advisers and senior management
*Assisting with reconciliations and operational processes
*Mentoring junior team members
*Supporting improvements across administration processes
Requirements:*Previous financial services administration experience
*Strong organisational and communication skills
*High attention to detail
*Ability to manage workloads independently
*Progress towards industry qualifications beneficial
The business offers a supportive environment, long-term development opportunities and an office in a central Bristol location with hybrid flexibility.
ApplyIf you are an experienced IFA Admin looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.
If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.
£27,000 - £31,000 + Benefits
Full-Time | Permanent
An established wealth management firm in Bristol is looking to appoint a Senior Administrator to support advisers, clients and senior management across day-to-day operations and client servicing.
This position would suit an experienced financial services administrator looking to step into a broader role with increased responsibility and exposure.
Key Responsibilities:*Processing investment and client instructions
*Maintaining accurate client and portfolio records
*Preparing client valuations and reports
*Supporting advisers and senior management
*Assisting with reconciliations and operational processes
*Mentoring junior team members
*Supporting improvements across administration processes
Requirements:*Previous financial services administration experience
*Strong organisational and communication skills
*High attention to detail
*Ability to manage workloads independently
*Progress towards industry qualifications beneficial
The business offers a supportive environment, long-term development opportunities and an office in a central Bristol location with hybrid flexibility.
ApplyIf you are an experienced IFA Admin looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.
If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.
Job number 3773995
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...