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Form of work
SalaryJob Title: IFA Administrator
Industry: Wealth Management
Location: Bristol
Salary: up to £28,000 (higher negotiable dependent on experience)
Job reference: 8906
Job Description:
Do you want to work for a firm who truly value your work - life balance, as well as caring about the planet and the environment?
Recruit UK are proud to be working with a leading wealth management firm in Bristol on an IFA Administration role. They pride themselves on their easy- going culture, whereby everyone feels supported and their career aspirations are nurtured.
Duties will include:
- Processing new business
- Illustrations
- Obtaining information from shareholders
- Diary management
- Updating CRM system
- Working alongside Paraplanners and Financial Planners
- General administration duties
Benefits:
- Salary between £24,000 - £28,000
- Hybrid working
- Profit share scheme
- 25 days annual leave plus bank holidays
- Death in service
- Health plan
Skills and experience required:
- Previous experience within a wealth management or asset management firm
- Ability to multitask
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team
Please note, this is a fixed term contract of 1 year.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Bristol on an IFA Administration role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
