IFA Administrator: Hybrid Wealth Client Support

Recruit Wealth Limited; Bristol; Hybrid; GBP 32,500 - 35,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Private pension

25 days holiday plus option to buy additional days

Discretionary performance bonus

Life assurance

Health cash plan

Employee Assistance

Additional flexible benefits

Job summary

Recruit Wealth Limited, a growing wealth management firm in Bristol, seeks an IFA Administrator to enhance its Client Support team. Responsibilities include providing vital support to Financial Advisers, ensuring smooth client reviews and new business submissions. The ideal candidate has at least one year of financial services administration experience, strong attention to detail, and excellent communication skills. The position offers a hybrid working model and a range of benefits including private medical insurance and a competitive salary package.

Qualifications

• At least 12 months of experience in an IFA administration or Financial Services support role.
• Strong organisational skills and attention to detail.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provide comprehensive administrative support to ensure client reviews are processed efficiently.
• Maintain accurate client records and prepare documentation for meetings.
• Liaise with providers to obtain key information.

Skills

Financial services administration experience

Understanding of the financial advice process

Good product knowledge of pensions, investments, and protection

Strong organisational skills

Excellent communication skills

Comfortable working with internal systems

Proactive attitude

Job description

Recruit Wealth Limited, a growing wealth management firm in Bristol, seeks an IFA Administrator to enhance its Client Support team. Responsibilities include providing vital support to Financial Advisers, ensuring smooth client reviews and new business submissions. The ideal candidate has at least one year of financial services administration experience, strong attention to detail, and excellent communication skills. The position offers a hybrid working model and a range of benefits including private medical insurance and a competitive salary package.