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IFA Administrator, Aztec West, Bristol (SR-736)

£25000 - £30000 + benefits

IFA Administrator

Aztec West – Bristol

£25k - £30k (depending on qualifications, skills and experience)

 We’re currently seeking an IFA Administrator for a small Financial Planning practice within Aztec West. The firm are passionate about what they do and are looking for someone to play a key part within their team.

Your responsibilities:

  • To support the senior paraplanner and financial planner with information gathered and research to meet client needs and objectives.
  • Implementation of new business as per strategy.
  • Maintaining and developing of internal relationships; helping to maintain business flow and meet agreed service and standards targets.
  • Promoting the profile of the firm within the profession and wider communities.
  • Continuous professional development to meet FCA requirements and personal development needs
  • Maintaining high level standards in the technical team and throughout the firm as whole

About you:

  • Highly efficient, organised, self-motivated, the ability to multi-task and prioritise accordingly
  • Be close to or have already obtained the Diploma in Financial Planning
  • At least 3 years’ experience of working within a financial planning environment
  • Proven technical knowledge of Financial Services products
  • Knowledge of technical financial planning tools and financial modelling software
  • Excellent communicator (both verbal and written) with the ability to assimilate technical information and put it into an understandable format for clients;

The role comes with a competitive salary of £25k - £30k (depending on qualifications, skills and experience), holidays and discretionary bonuses. It is an office-based role but flexible working arrangements can be discussed. 

Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: