IFA Planning & Back-Office Administrator

Cavendish Maine Careers; Bristol; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial planning firm on the outskirts of Bristol is seeking an IFA Administrator to provide administrative support to Financial Advisors and Paraplanners. The ideal candidate will have experience in Financial Planning or administration within Financial Services, with training available for those new to the field. This office-based role offers a salary of up to £30,000 depending on experience, along with a friendly work environment and opportunities for professional development.

Qualifications

• Experience in Financial Planning is preferred, but administration experience from other financial service areas is acceptable.
• Desire to move into Financial Planning.

Responsibilities

• Provide administrative support to Financial Advisors and Paraplanners.
• Obtain and update client information in back office systems.
• Process client requests for income, portfolio switches, and withdrawals.

Skills

Experience in Financial Planning

Administration experience in Financial Services

Client management

Job description

A financial planning firm on the outskirts of Bristol is seeking an IFA Administrator to provide administrative support to Financial Advisors and Paraplanners. The ideal candidate will have experience in Financial Planning or administration within Financial Services, with training available for those new to the field. This office-based role offers a salary of up to £30,000 depending on experience, along with a friendly work environment and opportunities for professional development.