IFA Administrator

  • Location

    Bristol

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £22000 - £27000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3240_1635404535

  • Published:

    about 1 month ago

  • Expiry date:

    2021-11-27

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

A market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an experienced IFA Administrator to join their team in Bristol. The company are a true market leader, being one of the largest and most successful Financial Planning organisations in the country.

The role will be working alongside an experienced IFA Administration team, providing full Administration support to the company's Financial Adviser's.

Ideally, we are seeking an experienced Financial Planning Administrator with a strong technical knowledge, as well as an excellent communicator who is able to build a good client relationship.

There will be plenty of opportunity for ambitious and talented individuals to progress in the future with career paths into technical roles such as a Paraplanner or even Advisory positions. You will also be supported with study towards the CII Diploma Financial Planning and beyond.