Job Title: IFA Administrator
Location: Bristol
Salary: £25,000 - £30,000
This is an opportunity to join a fast paced & growing Independent Financial Advice firm based in the heart of Bristol.
They are looking for an experienced administrator to join their vibrant and friendly team. This is a varied administration position allowing you to develop your technical knowledge and grow professionally.
A great opportunity to be involved in the advice process and to work closely with experienced professionals.
They are offering great benefits including, hybrid working, full exam and study support, discretionary bonus and companywide events.
The Required Skills:
- Level 4 Diploma in Financial Planning or working towards desirable
- Previous experience working within a financial planning administration position
- Experience processing new business
- Processing Letters of Authority
- Liaising with product providers and clients
- Ability to work collaboratively as part of a team but also manage own workloads
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
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