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Senior Administrator

Job LocationWinterbourne, Bristol
EducationNot Mentioned
Salary£25,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Senior AdministratorIndustry: Financial ServicesLocation: BristolSalary: £25,000 - £30,000Job reference: 8619Do you have experience working as an Administrator for a Wealth Management or IFA firmDo you have WRAP platform experienceRecruit UK is working on an opportunity for an IFA Administrator to join one of the UK’s fastest-growing discretionary management firms in Bristol. You would be assisting the client service team with the administrative team to ensure effective and efficientoperations of the team and wider business.The firm can offer a family-feel environment and a generous benefits package which include progression opportunities and support with qualifications.Duties:

  • Processing new business
  • Assisting with applications
  • Maintaining and updating databases
  • Liaising with lenders & providers
  • Acting as the first point of contact for clients
Benefits:
  • Competitive salary up to £30,000
  • Discretionary bonus
  • Progression structure & exam support
  • Annual pay reviews
  • Death in service
Skills required:
  • Experience in an administrative role working within an IFA/ Wealth Management firm
  • Experience using company databases/ systems.
  • WRAP platform experience

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