IFA Administrator Trainee Financial Adviser

Type: Trainee
Region: London

Job Description

Job Title: IFA Administrator (Trainee Financial Adviser)

Industry: Wealth Management

Location: Bristol (1 day a week in the office)

Salary: £28,000 – £32,000

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 Planning. Opportunities like these don’t come around often!

Duties will include:

Letters of authority

Preparing meeting packs

Providing administrative support to Financial Planners

Client liaison

Chasing providers

Inbox management

Diary management

Fact finds

Benefits:

Salary up to £32,000

25 days annual leave

Additional Christmas closure with no need to use annual leave

Predominantly remote – only required to attend the office 1 day a week

Private medical insurance

Skills and experience required:

Previous experience within a wealth management firm

Interest in completing Level 4 Diploma

Excellent communication skills – both written and verbal

Ability to work independently and as a team

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Bristol.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach – career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.