IFA Administrator

Job Title: Administrator - FTC Industry: Financial Services Location: North Bristol Salary: up to £24,000 Reference Number: 14229 Job Description: Recruit UK are working on an excellent opportunity for an IFA Administrator in North Bristol to join a Financial Planning firm on a 12 month fixed term contract basis. Your duties will include but will not be limited to: Prepare a meeting pack for clients Co-ordinating and carrying out post meeting activities Assist members of the new business team as required, in particular the Managing Director’s PA Prepare valuation and suitability reports for existing clients Collate information needed for pension scheme reporting Preparing pension scheme reports Maintaining and updating scheme profiles Assisting in the issue of scheme member statements Liaise between clients, financial adviser and the office to make sure everyone is on the same page This is a great opportunity to join a growing financial planning firm who have an existing team of administrators and paraplanners. What’s in it for you: - Immediate start date. - Full exam support - A fun and dynamic team Skills and experience required: - Previous IFA Admin/Wealth Management Experience would be ideal but proven ability as a strong administrator is key - Ability to work well in team - High attention to detail 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 Financial Planning firm based in North Bristol on a 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.