IFA Administrator

This is a fantastic opportunity to join one of the country’s most stellar firms, synonymous with financial planning and investment management and a high standard of professionalism and expertise, in their field.

My client based in central Bristol is looking to add an experienced IFA Administrator to complement their existing team of dedicated professionals die to their continued growth, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of one year in the industry and previous use of Intelligent Office would be beneficial.

As an IFA Administrator you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times.

The role is hybrid - 3 days working from our Bristol office, 9am to 5pm - Monday to Friday - 2 days UK homebased

Key Responsibilities

You will help advisers to prepare fo...