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SalaryIFA Administrator £25K - £35K - Brighton
Are you an administrator, with any financial services experience, looking for an exciting new role within a rapidly growing financial planning firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential?
Do you want to play an integral role in a close knit team, where you will provide support services to a wide range of high net worth clients, and benefit from a great working environment and excellent holiday package?
This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing and development.
Responsibilities:
- Provide comprehensive administrative support to Independent Financial Advisers (IFAs) in managing client relationships and financial portfolios.
- Assist in the preparation and processing of client documentation, including applications, forms, and contracts.
- Coordinate client meetings, manage calendars, and ensure timely follow-up on action items.
- Handle client inquiries and requests in a professional and courteous manner.
- Maintain accurate client records and databases, ensuring compliance with regulatory requirements.
- Collaborate with internal teams to ensure smooth operations and seamless client experiences.
Requirements:
- Previous experience in a similar role within the financial services industry, preferably supporting IFAs or financial advisers.
- Proficiency in administrative tasks, including document management, scheduling, and client communication.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to multitask and prioritize tasks effectively in a fast-paced environment.
- Knowledge of financial services regulations and compliance requirements is a plus.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
