TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title:IFA Administrator
Location: Clifton Bristol
Benefits:
* £30,000 FTE salary (pro rata for part-time hours)
* Flexible working hours
* Hybrid working options available
* Free on-site parking
* A collaborative and friendly working environment
* Exposure to a wide range of financial planning processes and platforms
* Bonuses
Salary: Up to £30,000 FTE per annum (dependent on experience)
Overview:
Our client, a well-established and growing financial planning firm, is seeking a professional and detail-oriented IFA Administrator to join their small, close-knit team. This part-time role is ideal for an experienced administrator from a financial services or wealth management background who is looking for flexibility and a varied workload in a supportive environment.
The successful candidate will be responsible for providing comprehensive administrative support, assisting with provider communications, uploading and maintaining client information, and may also have the opportunity to support with basic paraplanning tasks depending on experience. The role involves working closely with a Senior Financial Planner to ensure the efficient and compliant delivery of advice and ongoing c...