Ifa Administrator
1 day ago
**Job Title/Location**: IFA Administrator, West Sussex
- **Salary**: £25,000 - £30,000
- **Requirements**: An experienced IFA or Wealth Management Administrator
- **Role Snapshot**: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance
- **Excellent opportunity for people with experience in IFA administration/sales support to work for an established business that is continuing to expand, great office atmosphere, very solid reputation and happy to support people through the exams if they want to develop over time.**_
**The Company**: Our client is a fully independent, chartered wealth management business and well respected on the South Coast having been established over 30 years ago.
- Producing client portfolio valuations from various investment providers
- Producing Letters of Authority for new clients to service policies
- Working on producing any Letters/Forms required for switches, encashments etc.
- Ensuring compliance requirements are met on all new business cases
- Weekly chasing of all new business cases and existing business enquiries
- Greeting clients in Reception
- Dealing with answering telephone enquiries
**Skills/Experience Required**:You must have previous administration experience gained within an IFA/Wealth management business. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook.
**Additional Information**: The salary for the IFA Administrator role is £25,000 - £30,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route.
**_The IFA Administrator position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include employee benefits/group risk support, compliance, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time._**
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£30,000.00 per year
**Benefits**:
- Company pension
- Life insurance
- Private medical insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Worthing: reliably commute or plan to relocate before starting work (required)
-
Ifa Administrator
7 months ago
Worthing, United Kingdom Active Recruiting Consultants Ltd Full time**Job Title/Location**:IFA Administrator, West Sussex - **Salary**:£25,000 - £32,000 - **Hybrid**:Once through training & settled, there is some WFH flexibility - **Requirements**: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact - **Role...
-
Ifa Administrator
5 days ago
Worthing, United Kingdom Astral Recruitment Full timeOur client is a successful and established IFA firm in Worthing and they are currently looking for an experienced Financial Services Administrator to join the team We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale. this is an office based role in Worthing Base £25-32000 plus benefits for more...
-
Ifa Administrator
19 hours ago
Worthing, United Kingdom Appointed Ltd Full time**Whole of market financial planning practice with a longstanding client bank of nearly 15 years are recruiting in their busy close knit team for a experienced IFA Administrator to join their team.** As the IFA Administrator you will have a key role of supporting the businesses financial planners with administration and being a key point of contact for...
-
Ifa Administrator
4 weeks ago
Worthing, United Kingdom Astral Recruitment Full timeOur client is a successful and established IFA firm based near Worthing and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a...
-
IFA Administrative Assistant
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeAn established IFA firm in the Worthing area is currently seeking a highly motivated Administrator to join their team.The successful candidate will provide administrative support to a successful IFA and work closely with the sales support team.Salary: Up to £30,000 per annum, plus a range of benefits. Requirements include having relevant experience as an FS...
-
Ifa Administrator
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator** **Salary - £22,000 to £35,000 - depending on experience.** Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners - where you can relish a varied role and ample opportunity for progression into either paraplanning or management? Our...
-
Trainee Ifa Administrator
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full timeTrainee IFA Administrator Location - Worthing **Salary**: £25,000 - £28,000 Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions would...
-
Trainee Ifa Administrator
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Trainee IFA Administrator** **Location - Worthing, West Sussex** **Salary Range: £24,000 to £26,000** Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from...
-
Ifa Administrator
3 days ago
Worthing, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator** **Salary - £22,000 to £35,000 - depending on experience.** Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their team. This wonderful Financial Planning company are a boutique whole o the market company currently standing at employeesand...
-
IFA Office Administration Professional
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeJob DescriptionWe are seeking a highly skilled IFA Administrator to join our client's team in Worthing. In this role, you will be responsible for providing administrative support to a successful IFA and working closely with the sales support team.ResponsibilitiesProviding administrative support to the IFA team, including data entry, record-keeping, and...
-
Wealth Planning
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £32,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...
-
Wealth Planning
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £32,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...
-
Ifa Administrator
3 days ago
Worthing, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator - Hybrid working options** **Salary - £22,000 to £35,000 - depending on experience.** Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners - where you can relish a varied role and ample opportunity for progression into either...
-
Administrative Support Specialist IFA
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeAbout the RoleWe are currently seeking an experienced IFA Administrator to join our client's team in Worthing. In this role, you will be responsible for providing administrative support to a successful IFA and working closely with the sales support team.Key ResponsibilitiesProviding administrative support to the IFA team, including data entry,...
-
Wealth Planning
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £30,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...
-
Ifa Administrator
7 months ago
Worthing, United Kingdom Carlton Mays Full timeIFA Administrator | Worthing | c £18K - £25K Neg / DOE We are seeking an experienced Financial Services / Wealth Administrator to join our client at their office in Worthing. Previous experience within Wealth / Financial Services is desired. You will be supporting the Adviser to provide the best advice and service. **Duties include**: Act as point of...
-
Ifa Administration Team Leader
3 days ago
Worthing, United Kingdom Appointed ltd Full time**Award winning Chartered financial planners within Sussex have upcoming expansion plans, resulting in the need of a Deputy Administration Manager to join their fast faced, professional team. The role is to work alongside their current AdministrationManager, with the view to take on the full management role in looking after a team of 10 IFA support...
-
Ifa Administrator
3 days ago
Worthing, United Kingdom Financial Divisions Full time**The Opportunity** Our client is a firm of independent financial advisers and investment managers, providing advice to individual and to corporate clients. Established in 1980, the firm manages private client investments of c£0.5 billion. The company is highly successful and is genuinely a lovely place to work, evidenced by many long serving members of...
-
IFA Administrator
6 days ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeAs an IFA Administrator at Artemis Recruitment Consultants Ltd, you will play a vital role in supporting the delivery of financial advice services. Your responsibilities will include working closely with Financial Advisers to prepare recommendations and suitability reports.Job Description:Collect client data and ensure compliance documentation is...
-
Ifa Compliance Assistant
3 days ago
Worthing, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: IFA Compliance Assistant** **Location: West Sussex (Remote Working)** **Salary: £30,000 - £35,000 + Company Bonus & Benefits** **The Company**: We are working on a brand-new position with an award-winning national Financial Planning business in West Sussex who are looking to add a Financial Planner to a developing new department that will...