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IFA Administrator
Job Posted: 14 days ago
Salary: £ 32,000/Annum
Job Type: Permanent
Location: Hove, East Sussex
Expire in: 14 days
Job Description
We are searching for a meticulous and experienced IFA Administrator, with a keen eye for detail, to join our team. The ideal candidate will be responsible for supporting the team in delivering a first-class service to our clients.
Client Details
Our client is a medium-sized organisation operating in the financial services sector. Based in Hove, the company prides itself on providing high-quality financial advice and creating long-term relationships with its clients.
Description
Assist in the administration of client portfolios and financial planning arrangements.
Process new business applications and follow up with providers to ensure timely business processing.
Prepare and compile financial analysis reports.
Participate in client meetings and prepare meeting minutes.
Communicate with clients to answer queries and obtain information.
Maintain client files in compliance with regulatory requirements.
Stay updated with industry news and regulatory changes.
Support the IFA team in any other administrative tasks as required.Profile
A successful IFA Administrator should have:
A solid background in financial services.
Proficiency in financial planning software and MS Office Suite.
Strong administrative skills with an eye for detail.
Excellent communication skills, both written and verbal.
Ability to work well within a team and individually.
Good organisational and time management skills.
Professionalism and a strong work ethic.Job Offer
An estimated salary range of £28,000 - £32,000.
Opportunity to work in a friendly, professional environment.
A central location in Hove, with easy access to public transport.
Opportunity to further your career in the financial services industry.We encourage all IFA Administrator's who believe they possess the necessary skills and experience to apply. This is a fantastic opportunity to join a reputable company and further develop your skills within the industryBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring IFA Administrator job near me in Hove, East Sussex! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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