Job Title: IFA Administrator - Part-time
Industry: Wealth Management
Location: Bristol
Salary: £26,000 - £30,000
Job reference:
Job Description:
Do you have previous financial planning administration experience and seeking your next role?
Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on a part-time IFA Administrator to join the team. They will provide you long-term career opportunities, and you will be working with Financial Planners to provide full administrative support. This is a part-time position, but you must be available on Fridays to support.
Duties will include:
* Letters of authority
* Quotations
* Client servicing
* Providing support to Financial Planners
* Utilising platforms
* Withdrawals
* Processing new business
* Valuations
Benefits:
* Part time role
* Salary up to £30,000
* Discretionary bonus
* Progression structure & exam support
* Annual pay reviews
* Death in service
Skills and experience required:
1. Previous experience within wealth management administration
2. Attention to detail
3. Excellent communication skills
4. Ability to work inde...