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IFA Administrator

Ashley Rees Associates are currently working with an award-winning firm of Independent Financial Planners and Independent Advisers. Due to growth an exciting opportunity is now available for a part-time (approx. 25 hours) IFA Administrator based in Bristol to join their team, but working predominantly remotely. The successful candidate will be responsible for providing technical support which is to include:

Report writing / preparing client financial planning reports
Ensure records are maintained and kept up to date
New business processing
Preparing client files and reviews
Review valuation reports

The successful candidate will ideally come from a financial services background. Our client is looking for an enthusiastic, self-motivated individual, who can work remotely as part of a team and have a flexible approach.

Ashley Rees Associates

£27,000 - £30,000 per annum, pro-rata

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