IFA Administrator
other jobs Heat Recruitment
Added before 3 hours
- England,South West,Bristol
- Full Time, Permanent
- £28,000 - £32,000 per annum
Job Description:
Full job descriptionIFA Admin
North Bristol | Office-based | Up to £32,000
An established Financial Planning firm in Bristol is looking to hire an experienced Administrator to support its team, following planned team growth.
This is a fully office-based role with free parking, offering exposure to a broad range of platforms and products, long-term stability, and optional study support. Flexibility can be provided around hours!
The Role
• New business processing
• Investments, disinvestments, ISAs & income drawdown
• Money on/off platforms
• Liaison with providers and clients
• Maintaining accurate client records
What They’re Looking For
• 2+ years’ experience in financial services administration
• Experience using at least one investment platform (e.g. AJ Bell, Quilter, Standard Life, HL, Aegon)
• Strong attention to detail and time management
• Adviser support experience not required
• Qualifications not essential
Package
• Salary up to £32,000
• Free on-site parking
• Pension, death-in-service & income protection
• 25 days holiday (pro rata)
• Private medical (post-probation)
Apply today to be considered for this Financial Administrator opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
North Bristol | Office-based | Up to £32,000
An established Financial Planning firm in Bristol is looking to hire an experienced Administrator to support its team, following planned team growth.
This is a fully office-based role with free parking, offering exposure to a broad range of platforms and products, long-term stability, and optional study support. Flexibility can be provided around hours!
The Role
• New business processing
• Investments, disinvestments, ISAs & income drawdown
• Money on/off platforms
• Liaison with providers and clients
• Maintaining accurate client records
What They’re Looking For
• 2+ years’ experience in financial services administration
• Experience using at least one investment platform (e.g. AJ Bell, Quilter, Standard Life, HL, Aegon)
• Strong attention to detail and time management
• Adviser support experience not required
• Qualifications not essential
Package
• Salary up to £32,000
• Free on-site parking
• Pension, death-in-service & income protection
• 25 days holiday (pro rata)
• Private medical (post-probation)
Apply today to be considered for this Financial Administrator opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Job number 3830251
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...