Ifa Administrator - Bristol, United Kingdom - Recruit UK

Recruit UK

Verified Company

Bristol, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator

Industry:
Wealth Management

Location:
Bristol

Salary:
up to £28,000 (higher negotiable dependent on experience)

Job reference: 8906

Do you want to work for a firm who truly value your work - life balance, as well as caring about the planet and the environment?

Recruit UK are proud to be working with a leading wealth management firm in Bristol on an IFA Administration role.

They pride themselves on their easy
- going culture, whereby everyone feels supported and their career aspirations are nurtured.

Duties will include:

Processing new business
Illustrations
Obtaining information from shareholders
Diary management
Updating CRM system
Working alongside Paraplanners and Financial Planners
General administration duties

Benefits:

Salary between £24,000 £28,000
Hybrid working
Profit share scheme
25 days annual leave plus bank holidays
Death in service
Health plan

Skills and experience required:

Previous experience within a wealth management or asset management firm
Ability to multitask
Excellent communication skills both written and verbal
Ability to work independently and as a team

Please note, this is a fixed term contract of 1 year.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections.

Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Bristol on an IFA Administration role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Salary:
£24,000.00-£28,000.00 per year

Benefits: