Address
Form of work
SalaryJob Title:IFA Administrator
Industry: Financial Planning
Location: Brighton
Salary: £28,000 - £34,000
Job Reference: 8848
Job Description:
Recruit UK are working on an exciting opportunity for an IFA Administrator in Brighton.
Our client offers a variety of Wealth Planning for private clients and companies, including Investment management, retirement planning, tax and more. As they continue to grow, expand and merge with other successful IFA firms, they are looking to bring on an IFA Administrator.
Your role as an IFA Administrator will include, but not be limited to:
- Act as a key point of contact for clients and product providers
- Maintain accurate client records and general database housekeeping
- Support the Paraplanners with reports and annual leave documentation
- Ensure fee and commission details are set up accurately
- General office duties
Benefits:
- Competitive salary of up to £34,000
- Discretionary bonus
- Initially 20 days holiday, rising with service
- Christmas closure
- Private medical insurance
- Progression and development opportunities
Skills and experience required:
- Experience working in a Financial Planning company
- Experience using Intelligent Office (ideal)
- Proven ability to manage and build relationships with clients
- Ability to work independently, as well as part of a team
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for an IFA Administrator
