Wealth Planning

2 weeks ago

Brighton, United Kingdom Cranleigh Personnel Full time

**Job title: IFA Administrator / Wealth Planning Administrator**

**Location: Brighton**

**Salary: £25,000 - £35,000 depending upon experience**

Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.

Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.

**Main Duties**:

- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
- product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
- example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.

**Benefits / details of the role**:

- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance

Pay: £25,000.00-£35,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 6 months experience in an IFA?

Work Location: In person

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