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Form of workAre you an experienced IFA Administrator? If so, our client would love to hear from you! A well-established firm of Chartered Financial Planners who are based just outside of Bristol are looking for a Senior Administrator to join their team.
You will be providing support the paraplanners and financial planners with all administration duties as required. This will be done by collating information required for regular client review meetings, ensuring client records and back-office records are maintained, dealing with new business applications, Liaising with product providers and other suppliers and dealing with client queries and ad-hoc requests.
The company are directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services. You will be working alongside paraplanners and financial planners in maintaining existing relationships whilst helping to develop new opportunities.
Training will be provided enabling you to develop, you will have the ability to study with financial support with to develop your career in Financial Services.
Based 5 miles out of Bristol City Centre, you will benefit from on-site parking and beautiful grounds surrounding the office.
- Salary of up to £35,000, depending on experience
- 26 days holiday to 31 days after 5 years + bank holidays
- A day off each year where you can volunteer to undertake charity work for a charity of your choice
- Generous employer pension contribution
- DIS Cover provided
- Income Protection cover
- Discretionary bonus available
- Private Medical Insurance and Health Cash plan
- Free parking provided.
- Support with achieving professional qualifications.
If you are interested, apply now!
