IFA Administrator (Trainee Financial Adviser)
Job details
Job Title: IFA Administrator (Trainee Financial Adviser) Industry: Wealth Management Location: Bristol (1 day a week in the office) Salary: £28,000 - £30,000 Job reference: 9019 Job Description: Are you an IFA Administrator with aspirations to become a Financial Planner? Recruit UK are working with a thriving wealth management firm in Bristol who are looking to bring on an IFA Administrator, who they can train up to become a Financial Planner. They will provide you with full training in order to become a qualified Financial Planner, as well as funding your Level 4 Diploma in Financial Planner. Duties will include:
- of authority
- meeting packs
- administrative support to Financial Planners
- liaison
- providers
- management
- management
- finds
- up to £30,000
- days annual leave
- Christmas closure with no need to use annual leave
- remote – only required to attend the office 1 day a week
- medical insurance
- experience within a wealth management firm
- in completing Level 4 Diploma
- communication skills – both written and verbal
- to work independently and as a team
Apply safely
To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.