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Heat Recruitment
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Bristol, Bristol
IFA Administrator
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
This is an excellent opportunity to join a vibrant established firm of Independent Financial advisers with their offices based in Bristol They are currently expanding and are looking to bring on an IFA Administrator into their team. This presents an exciting opportunity where you can develop your experience and be an integral part of the team Responsibilities: Some duties may include Administration of both new and existing business, ensuring compliance and process procedures are followed Maintaining the accuracy of client information and assisting with the on-going management of the client Interacting with clients in an efficient and professional manner Skills: Previous experience working within financial services You will ideally possess the certificate in Financial Planning or working towards Diploma Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business Good attention to detail time management skills What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.