Financial Services Administrator
Full job description
Agency
Salary: £30,000 – £31,200 per year
This growing IFA firm in Bristol have made a number of new hires this year, and are in a position to expand their team further by recruiting a Senior IFA Administrator.
As a Senior IFA Administrator, you will be working closely together with their team of Financial Advisors and Paraplanners to ensure clients are well supported. Your responsibilities will include:
* Preparing portfolio reviews for client meetings
* Liaising with clients to arrange their review meetings
* Preparing and submitting applications to implement recommendations
* Drafting recommendation reports
* Assisting with researching solutions and analysis of existing arrangements
Senior IFA Administrator requirements
* You must be an experienced IFA Administrator or Junior Paraplanner
* You should have experience of closely supporting Financial Advisors
The Company
Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has grown organically and through acquisitions. They are a forward-thinking firm that are looking to continue building their team of quality, professional IFAs and supporting team members.
Senior IFA Administrator Benefits
* Salary of £30,000 – £31,200dependent upon experience
* Plus company benefits of pension, DIS, PHI, health insurance
* 22 days holiday (rising to 25 days) plus bank holidays
* Office based role once able to return to normality
* 37.5 working hours per week
* In addition, as a company they would support you with development by paying for your exams and study material
Locations
Bradley Stoke, Bristol
Liability and Disclaimer
Whilst FM TOP JOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information.
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