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About Our Client
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.
Job 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.
The Successful Applicant
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.
What's on 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
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