Experienced IFA Administrator - Bristol, United Kingdom - Financial Planning Firm

    Financial Planning Firm
    Financial Planning Firm Bristol, United Kingdom

    3 weeks ago

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    Description

    Recruit UK is working on an excellent opportunity for an IFA Administrator in Bristol to join a Financial Planning firm.

    They have a focus on helping clients to uncover and secure their long-term financial goals and as a result of this method and their ongoing success they are now able to bring on another member to the back office team with this IFA Administrator role.

    Updating CRM system
    Working alongside Financial Planners and Paraplanners
    Bonus scheme, benefits and holiday allowance
    Flexible working
    Previous experience within financial planning profession as a financial administrator, paraplanner or client manager
    Passion for providing a quality service
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