IFA Administrator - Bristol, United Kingdom - Recruit UK

    Recruit UK
    Recruit UK Bristol, United Kingdom

    3 weeks ago

    Default job background
    Part time
    Description

    Job Title: IFA Administrator - Part-time

    Industry: Wealth Management

    Location: Bristol

    Salary: £26,000 - £30,000

    Job reference:

    Job Description:

    Do you have previous financial planning administration experience and seeking your next role?

    Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on a part-time IFA Administrator to join the team. They will provide you long-term career opportunities, and you will be working with Financial Planners to provide full administrative support. This is a part-time position, but you must be available on Fridays to support.

    Duties will include:

    • Letters of authority
    • Quotations
    • Client servicing
    • Providing support to Financial Planners
    • Utilising platforms
    • Withdrawals
    • Processing new business
    • Valuations

    Benefits:

    • Part time role
    • Salary up to £30,000
    • Discretionary bonus
    • Progression structure & exam support
    • Annual pay reviews
    • Death in service

    Skills and experience required:

    • Previous experience within wealth management administration
    • Attention to detail
    • Excellent communication skills
    • Ability to work independently and as a team

    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.