Financial Services Administrator (IFA)
Salary: £28k-£32k DOE + Great company benefits
Location: Eastbourne
Hours Mon-Fri 9am -17.30pm (office based)
Free onsite parking
Are you an experienced Financial Services Administrator with a strong background supporting Independent Financial Advisers and Paraplanners? Are you looking to join a highly reputable, friendly, and professional IFA practice where you’ll play a key role in ensuring clients receive an outstanding level of service?
This is a fantastic opportunity to join a well-established and growing firm in Eastbourne. You'll work closely with the business owner and wider team in a varied and fast-paced support role, providing essential administrative assistance to ensure the smooth running of the business.
Key Responsibilities:
1. Liaising with clients and providers via phone, email, letter, or secure platforms.
2. Answering incoming calls and taking messages professionally.
3. Managing adviser diaries and task lists.
4. Maintaining accurate client records on Intelligent Office (back-office CRM).
5. Processing new business applications (paper-based and online), tracking them to completion.
6. Requesting and chasing provider information.
7. Preparing illustrations, key features documents, and client reports....