Senior Ifa Admin

3 weeks ago


Brighton, United Kingdom Heat Recruitment Full time

Our client, a small independent finanical advice practice, are seeking a capable IFA/ mortgage Administrator to join their growing team.

Applicants much have a minimum of 3 years' experience within an IFA setting. Experience of Intelligent Office (Intelliflo) is strongly preferred.

You will be responsible for a busy workload to include some more complex administration with regard to a full range of financial instruments, including pensions, savings, investments and protection products. You must be passionate about helping to delivera fantastic service to clients, third parties and colleagues.

Applicants must have excellent communication skills, both written and verbal, as you will be speaking regularly to clients and product providers. You must be a good team player with excellent IT skills - ideally with good experience of finanical software.

In return, our client are offering a competitive salary in line with experience and excellent opportunities to progress your career.



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