Wealth Planning Admin Specialist (IFA Support)

AnaVation LLC; Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in Bristol seeks an organised IFA administrator to support financial advisers in managing client relationships and documentation. In this hybrid role, you'll ensure client information is accurate and assist in producing client reports. A minimum of 12 months' IFA administration experience and good communication skills are essential. The organization offers a competitive salary, private medical insurance, and a supportive work environment.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Discretionary performance related bonus

Employee Assistance Programme

Lunch and snacks provided in the office

Qualifications

• Minimum 12 months IFA administration experience, supporting an advisor.
• Previous regulatory or financial industry experience is desirable.

Responsibilities

• Providing support to financial advisers or consultants.
• Updating client and plan information as required.
• Producing client letters and valuation reports.
• Interacting with advisers and client support.

Skills

IFA administration experience

Good written and oral communication skills

Methodical and organised

Computer literate

Accurate with good attention to detail

Problem solving

Knowledge of the advice process

Collaborative and curious

Desire to learn and develop

Education

Good standard of education

Maths and English GCSE, grade 5 or above

Job description

A financial services company in Bristol seeks an organised IFA administrator to support financial advisers in managing client relationships and documentation. In this hybrid role, you'll ensure client information is accurate and assist in producing client reports. A minimum of 12 months' IFA administration experience and good communication skills are essential. The organization offers a competitive salary, private medical insurance, and a supportive work environment.