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IFA Administrator, West Sussex. £30,000-£40,000 plus benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within an IFA. This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services.
The role:
- You'll be working in a team of Paraplanners and Administrators supporting 5 Advisers
- Administration and maintenance of client files
- Processing new business applications using various platforms
- Ensuring that financial transactions are completed correctly & compliantly
- Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings
- Liaising with product and system providers
- Fee and commission reconciliation
To apply:
- You must have previous experience gained in Financial Services preferably within an IFA.
- Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
- Customer focused. Ensuring the customer is always provided with the highest possible service.
- Solid working experience of Word, Excel & Outlook.
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.
