IFA Administrator
£27,000 – £36,000
Location: Uckfield, East Sussex
Type: Permanent
Job Ref: 90475
Overview
A well-established Financial Planning firm in East Sussex is seeking an experienced Financial Planning Administrator to join their Client Support team. This is an excellent opportunity to develop your career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.
Key Responsibilities
As an IFA Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.
Qualifications & Experience
* Prior experience in financial services administration
* Knowledge of Intelligent Office (IO) is advantageous
* Strong administrative and organisational skills with excellent attention to detail
* Ability to manage workload effectively
Benefits
* Salary up to £36,000
* Private Medical Insurance
* Life Assurance (3x salary)
* Aegon pension (5% employer contribution, option to invest in company CIP)
* 25 days holiday + holiday purchase scheme (buy/sell up to 5 days)
* Full exam support
* Enhanced maternity/paternity pay
* Office-based role with supportive team culture
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