IFA Administrator

IFA Administrator position at The Titan Group, providing support to Financial Advisers and Consultants, enabling the delivery of financial and product advice to clients. The role involves various administrative tasks, including preparing client reviews, updating client information, and creating client valuation reports.

Requirements

• A minimum 12 month’s IFA administration experience, supporting an advisor
• Previous regulatory or financial industry experience is desirable
• Good written and oral communication skills
• Methodical and organised
• Computer literate
• Accurate with good attention to detail
• Problem solving
• Knowledge of the advice process
• True collaborator, takes initiative, curious
• A desire to learn and develop and step out of comfort zone

Benefits

• Competitive salary
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3-days)
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• Lunch and snacks provided in the Bristol office