IFA Administrator - £30,000 & 40 days holiday

  • Location

    Bristol

  • Sector:

    Financial Planning, Financial Services, Wealth Management, Pensions

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + Bonus & Benefits & Exam Support

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3714_1659519818

  • Published:

    17 days ago

  • Expiry date:

    2022-09-02

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

Mbf are working with one of the UKs largest and most successful Financial Planning & Investment Management organisations to recruit two experienced IFA Administrators.

The role will work closely with the companies Financial Planners & Paraplanners undertaking full administrative support. You will be a key part of the advice process ensuring clients receive the best possible service.

Key tasks and responsibilities within this role will include:

  • Obtaining details of client holdings
  • Maintaining records and databases
  • Preparing letters
  • Generating valuations
  • Producing compliant illustrations and quotations
  • Preparing review packs for client meetings
  • Assisting with the implementation of advice via electronic platforms
  • Speak with clients on a regular basis to provide updates and help with any questions/queries
  • Liaise with third parties

Requirements:

  • To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.
  • You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
  • Experience of delivering accurate, relevant and timely information
  • Those with experience of Investment wrap platforms would have an advantage

On Offer:

  • Basic salary to £30,000
  • Discretionary Bonus
  • 40 days holiday entitlement
  • Up to 11% pension
  • Death in service
  • PHI
  • Income Protection
  • Flexible working