![Carlton Mays](https://media.trabajo.org/img/noimg.jpg)
Ifa Administrator
2 months ago
IFA 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 contact for all clients and providers
Maintaining client database, ensuring updates are well presented, accurate and compliant
Assist with processing of new business and review packs
Arranging client meetings and managing the Adviser’s diary
Other administration duties as required
You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.
Previous experience in a similar role is essential.
In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment.
**Job Types**: Full-time, Permanent
**Salary**: £18,000.00-£25,000.00 per year
**Benefits**:
- Company events
- Company pension
- Life insurance
- Private medical insurance
Schedule:
- Day shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Worthing: reliably commute or plan to relocate before starting work (preferred)
Application question(s):
- Do you have previous experience within a Financial Services Administration role
Work Location: In person
-
Ifa Administrator
3 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
3 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
3 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
3 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...
-
Wealth Planning
2 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
3 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
3 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
4 months ago
Worthing, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office. Purpose of role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in...
-
IFA Support Specialist
2 days ago
Worthing, West Sussex, United Kingdom Blakemore Recruitment Full timePosition: IFA AdministratorCompany: Blakemore RecruitmentWe are seeking an IFA Administrator to become a vital part of our team. The successful candidate will play a key role in assisting Financial Advisers and ensuring that all client documentation is processed with precision and adheres to company protocols.Key Responsibilities:Gather illustrations, key...
-
Ifa Sales Support Administrator
4 weeks ago
Worthing, United Kingdom Reset Recruitment Full time**IFA Sales Support (Financial services)** **Location: Lancing** **Salary: £22k - £26k + bonus + overtime and great benefit package** **Hours: Mon-Fri 9am-17.30pm Hybrid after probation period** **Free parking** Do you want to work for a highly reputable and professional financial services organisation that offers a friendly working environment,...
-
Client Administration Officer
3 days ago
Worthing, West Sussex, United Kingdom Blakemore Recruitment Full timePosition: IFA AdministratorCompany: Blakemore RecruitmentWe are seeking an IFA Administrator to become a vital part of our team. The successful candidate will play a crucial role in supporting Financial Advisers, ensuring that all client documentation is handled with precision and adheres to our organizational standards.Key Responsibilities:Gather...
-
Financial Services Administrator
3 days ago
Worthing, West Sussex, United Kingdom Blakemore Recruitment Full timePosition: IFA AdministratorCompany: Blakemore RecruitmentWe are seeking an IFA Administrator to become a vital part of our organization. The successful candidate will assist Financial Advisers in ensuring that all client documentation is handled with precision and adheres to company protocols.Key Responsibilities:Gather illustrations, essential features, and...
-
Financial Services Administrator
2 months ago
Worthing, United Kingdom Active Recruiting Consultants Ltd Full time**Job Title/Location**: Financial Services Administrator, West Sussex - **Salary**: To £28,000 - **Hybrid**: Once through training & settled, there is some WFH flexibility - **Requirements**: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages,...
-
Financial Planning Administrator
2 months ago
Worthing, United Kingdom Capio Recruitment Full time**Job Title: Financial Planning Administrator** **Location: West Sussex (Remote / Flexible Working)** **Salary: £26,000 - £30,000 + 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 new member to the financial planning support team...
-
New Client Coordinator
2 months ago
Worthing, United Kingdom HSBC Full time-Job description Some careers prize diversity more than others. If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC...