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IFA Administrator

Michael Page
Posted 2 days ago, valid for a month
Location

Brighton and Hove, Brighton and Hove BN3, England

Salary

£32,500 - £35,000 per year

Contract type

Full Time

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Sonic Summary

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  • Join a reputable organisation as an IFA Administrator in Hove, providing essential administrative support within the financial services industry.
  • This permanent position offers a competitive salary ranging from £32,500 to £35,000 per annum.
  • Candidates should have experience in an administrative role within the financial services industry.
  • The role involves preparing client documentation, managing databases, and assisting with compliance and regulatory requirements.
  • This is an excellent opportunity to develop skills and grow within a supportive and professional work environment.

Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment.

Client Details

This organisation is a well-established entity within the financial services industry. As a small-sized team, they focus on delivering tailored solutions and maintaining high standards in their services. Based in Hove, they are committed to supporting their clients with expertise and precision.

Description

  • Provide comprehensive administrative support to financial advisers and planners.
  • Prepare client documentation and maintain accurate records.
  • Liaise with clients and providers to ensure smooth processing of applications and policies.
  • Manage and update client files and databases efficiently.
  • Coordinate appointments and manage diaries for advisers.
  • Handle incoming correspondence and distribute it appropriately.
  • Assist with compliance and regulatory requirements within the financial services industry.
  • Contribute to the continuous improvement of administrative processes.

Profile

A successful IFA Administrator should have:

  • Experience in an administrative role within the financial services industry.
  • Strong organisational skills and attention to detail.
  • Proficiency in Microsoft Office applications.
  • Knowledge of financial products and services.
  • Excellent communication skills, both written and verbal.
  • A proactive approach to problem-solving and supporting team goals.

Job Offer

  • Competitive salary ranging from 32,500 to 35,000 per annum.
  • Permanent position within a reputable organisation in Hove.
  • Opportunities to develop skills and grow within the financial services industry.
  • Supportive and professional work environment.

If you are an experienced IFA Administrator looking for a rewarding role in Hove, we encourage you to apply and become part of this dedicated team in the financial services sector.

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.