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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 industry